Configure Settings Before Using Data 360 for Energy and Utilities

Before you use the Energy and Utilities data kit and the Energy and Utilities data model objects, complete the basic setup required to work in Data 360. You must set up Data 360, enable the required Energy and Utilities features, connect Data 360 to your Salesforce CRM org, and configure the security permissions.

1. Review and complete all the steps mentioned in the Salesforce Data 360 documentation.
   1. Plan your Data 360 Strategy.
   2. Manage Access with Data 360 Permission Sets.
   3. Manage Data Spaces.
   4. Set Up the Salesforce CRM Connector.
2. Enable the features required to access the data kit and its components.
   1. Go to Data 360 Setup.
      If you don’t see this option, refresh your page, or log out and log back in with your admin user credentials.
   2. To enable Data 360, click Get Started.
      Setup can take a few minutes.
   3. Turn on Energy and Utilities features as required.
      You must enable the features that allow access on all objects used for calculated insights.
3. Connect Data 360 to your Salesforce CRM org.
   1. In Data 360, click Data 360 Setup.
   2. In the Quick Find box, enter Salesforce CRM, then click Salesforce CRM.
   3. Click New.
   4. To connect to the Salesforce org that has Data 360 provisioned, click Connect.
   5. After you connect your Salesforce org, review the connection details.
      Your Salesforce org is now connected as a data source and data action target.
4. Verify the SSOT package version.
   1. From Setup, in the Quick Find box, enter Installed Packages, then select Installed Packages.
   2. Verify that the Salesforce Standard Data Model SSOT is version 1.85 or later.
      If the version is earlier than 1.29, contact your Salesforce account representative.
5. Set up object and field permissions
   1. Log in to the Salesforce org that contains the objects and fields that you want to ingest into Data 360.
   2. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
   3. Find and select Data 360 Salesforce Connector Integration.
   4. Click System Permissions.
   5. Click Edit.
   6. Find and select the required Energy and Utilities system permissions.
      You must enable the system permissions that allow access on all objects used for calculated insights.
   7. Save your changes.
   8. Click Permission Set Overview.
   9. Click Object Settings.
   10. Click on the name of the object for which you want to give access.
   11. Click Edit.
   12. In Object Permissions, enable Read and View All permissions.
   13. In Field Permissions, enable Read Access for each field.
   14. Save your changes.
   15. Complete these steps for all Energy and Utilities Cloud objects and objects that are used in the predefined calculated insights.