Update the Data 360 Salesforce Connector permission set to give Communications Sales
Insights access to your Revenue Cloud data. These permissions let the connector read pricing
information, create orders from quotes, and work with the Dynamic Revenue Orchestrator (DRO)
features.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer editions
with Communications Cloud Advanced and Agentforce for Communications. |
| User Permissions Needed |
| To edit permission sets: |
Manage Profiles and Permission Sets |
| To modify system permissions: |
System Administrator profile |
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From Setup, in the Quick Find box, enter Permission Sets, and
then select Permission Sets.
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Find and select Data Cloud Salesforce Connector.
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Select System Permissions.
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Select Edit.
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Select these permissions:
- Salesforce Pricing: Run Time User
- Create Orders from Quotes
- Manage Revenue Cloud
- System Administrator Access for DRO
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Save your changes.
The Data Cloud Salesforce Connector permission set now shows all four permissions as
enabled. Your connector can access the Revenue Cloud data that Communications Sales Insights
needs for analytics.
