---
schema_version: "1"
id: 0d54f78f32c7304da729c14e5e08fdb88768320970dfd7fcc9020762947f53d2
title: Configure Settings Before Using Data 360 for Energy and Utilities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_datacloud_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_datacloud_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b6871f495ca5b34f883dcb789092b314fb1c56f5c790eaf49e5c10b20a50922a
description: 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.
products:
  - Energy and Utilities
release: "264"
---
# 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.

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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</p>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d35763e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35763e69 ">To use Data 360 for Energy and Utilities Cloud:</td>

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              <p>Salesforce org: Energy and Utilities Cloud Features</p>
              <p>AND</p>
              <p style="margin-bottom:0;"><span>Data 360</span> org: Data Cloud Admin</p>
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1. Review and complete all the steps mentioned in the Salesforce Data 360 documentation.
    1. [Plan your Data 360 Strategy](https://help.salesforce.com/s/articleView?id=data.c360_a_plan_data_strategy.htm&type=5&language=en_US).
    2. [Manage Access with Data 360 Permission Sets](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_walkthrough.htm&language=en_US).
    3. [Manage Data Spaces](https://help.salesforce.com/s/articleView?id=data.c360_a_data_spaces.htm&type=5&language=en_US).
    4. [Set Up the Salesforce CRM Connector](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&type=5&language=en_US).
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.