To ingest objects and fields into Data Cloud, add the View All Records and Read permissions to the Data Cloud Salesforce Connector permission set in your Salesforce org.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
- Log in to the Salesforce org that contains the objects and fields that you want to ingest into Data Cloud.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
-
Select the Data Cloud Salesforce Connector permission set.
The Data Cloud Salesforce Connector permission set is available only after you connect your org to Data Cloud. For deployed orgs that weren’t updated recently, the permission set is listed as Salesforce CDP Salesforce Connector Integration, Customer Data Platform Salesforce Connector Integration, or Customer 360 Audiences Salesforce Connector Integration.
- Enable the Manage and Run Retail Execution CPG system permission in the Data Cloud Salesforce Connector permission set.
- From Apps, select Object Settings.
- Select the object that you want to ingest into Data Cloud.
- To change the object permissions, click Edit.
-
Enable
Read All, View All
Records, and Edit
permissions for these objects, ensuring Read Access for each
field.
Object Name Object Permissions Account Read, View All Records Assortment Read, View All Records AssortmentProduct Read, View All Records cgcloud__Account_Extension__c Read, View All Records cgcloud__Account_Relationship__c Read, View All Records cgcloud__Account_Set_Account__c Read, View All Records cgcloud__Account_Trade_Org_Hierarchy__c Read, View All Records cgcloud__Order__c Read, View All Records cgcloud__Order_Item__c Read, View All Records cgcloud__Product_Hierarchy__c Read, View All Records cgcloud__Promotion__c Read, View All Records cgcloud__Tactic__c Read, View All Records cgcloud__Tactic_Product__c Read, View All Records cgcloud__Tactic_Template__c Read, View All Records Product2 Read StoreAssortment Read, View All Records 
Note For the objects that you ingest into Data Cloud, enable Read permissions for related objects in Salesforce CRM even if you don’t ingest those related objects into Data Cloud. Ingested objects can reference related objects and you need permissions to access this related object information. - Save your changes.