Copy data from Data 360 into your org using the Copy Field Enrichment settings. Copy Fields show field data copied from objects with a 1-to-1 relationship to a Data 360 Individual, Unified Individual, Data 360 Account, or Unified Account DMO.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
Important Prospecting Center is scheduled for retirement in all Salesforce orgs
as of April, 2026. For existing customers, Prospecting Center remains available till April
2027.
| User Permissions Needed | |
|---|---|
| To view enrichments in Setup: | View Setup |
| To view a specific enrichment: | You must have access to the data space used in the enrichment. Set Salesforce Data Cloud permission set, such as Data Aware Specialist, feature permission to allow data space access. |
| To create or update enrichments: |
If you enabled enhanced security data spaces, you also need the permission Customize Data Actions on the Dataspace Scope. |
CIO objects must have an Individual ID as the dimension. Multidimensional CIO objects aren’t supported. For example, adding a field for Lifetime Value copied from a Calculated Insight object.
- From Setup, in the Quick Find box, enter Permission Sets, and then open Customer 360 Data Platform Integration.
- Select Object Settings.
- Search for and click Accounts.
- In the Object Permissions section, select Read, Delete, View All Records, and Modify All Records.
- Repeat steps 3 and 4 for Leads and Contacts.
- Save your changes.