Assign users system permissions, object access, and permission sets that they require to manage, run, and monitor Data Processing Engine (DPE) definitions. User permissions for Data Processing Engine vary based on the runtime platform your company uses to run definitions.
Required Editions
| View supported editions. |
Permissions to Manage Definitions
| Task | Permissions for CRM Analytics Runtime | Permissions for Data 360 Runtime |
|---|---|---|
| Create and save definitions |
Customize Application and Modify All Data system permissions AND System Administrator profile |
Customize Application and Modify All Data system permissions AND Data Cloud Architect permission set |
| Add data sources |
View access on source objects, their fields, and their related object fields used as data sources Apart from users who design and activate definitions, the user that's assigned the Analytics Cloud Integration User profile requires View access to the data sources objects and fields. The user requires the permissions to sync data from the sources in CRM Analytics. |
View access on source objects, their fields, and their related object fields used as data sources AND Advanced CSV Data Import permission set to upload .csv files as data sources If you've implemented Data Cloud One, make sure the user has View access to the data sources in the org where they reside. For example, if a definition in the home org uses data sources from both the home and companion orgs, the user must have View access to the data sources in both orgs. For companion orgs, users only require View access to data sources in that org, because definitions in companion orgs can only use data from that org. |
| Add writeback targets |
Create and Edit access on the target objects and fields AND Prompt Template User system permission to generate field mapping suggestions On a Writeback Object node, a writeback user must be selected. The list of users available for selection are ones that are assigned the System Administrator profile. |
Create and Edit access on the target objects and fields AND Prompt Template User system permission to generate field mapping suggestions On a Writeback Object node, a writeback user must be selected. The list of users available for selection are ones that are assigned the System Administrator profile. |
| Activate definitions |
Customize Application and Modify All Data system permissions AND Data Pipelines Base User permission set |
Customize Application and Modify All Data system permissions AND Data Cloud Architect permission set |
| Delete definitions | Customize Application and Modify All Data system permissions | Customize Application and Modify All Data system permissions |
| Manage input variables for dynamic filtering and formulas | System Administrator profile | System Administrator profile |
| Upload or download definitions as JSON files | Customize Application and Modify All Data system permissions | Customize Application and Modify All Data system permissions |
Permissions to Run Definitions
| Task | Permissions for CRM Analytics Runtime | Permissions for Data 360 Runtime |
|---|---|---|
| Start a run from builder |
Customize Application and Modify All Data system permissions AND Data Pipelines Base User permission set |
Customize Application and Modify All Data system permissions AND Data Cloud Architect permission set In companion orgs, users also require the Data Cloud One User permission set. |
| Add the Data Processing Engine custom action to a flow | Customize Application, Modify All Data, and Manage Flows system permissions | Customize Application, Modify All Data, and Manage Flows system permissions |
| Cancel an in-progress run | Salesforce Administrator profile | Salesforce Administrator profile |
Permissions to Monitor and Troubleshoot Definitions
| Task | Permissions |
|---|---|
| Access Monitor Workflow Services in Setup | Salesforce Administrator profile |
| View failed records of a run | Customize Application and Modify All Data system permissions |
| Download failed records of a run | Customize Application and Modify All Data system permissions |
| View Data Manager in CRM Analytics | Data Pipelines Base User permission set |
| Troubleshoot recipes in CRM Analytics | Data Pipelines Add On User permission set |
| Track runtime platform usage by definition runs |
Customize Application system permission AND Data Pipelines Base User permission set |