---
schema_version: "1"
id: efecb4f6af754adae03d82d2911782eaf9cc579758697f479c275701d46979e6
title: Create a Data 360 Salesforce Connection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/create_a_data_360_salesforce_connection.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.create_a_data_360_salesforce_connection.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f5917cb7fdd9f9d49dc5b227fad9b8737d00967ce11ffb11bf38af0e7121eb35
description: Connect Data 360 to your org to establish a secure data pipeline that unifies customer service history with real-time product activity for a complete view of the customer.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Create a Data 360 Salesforce Connection

Connect Data 360 to your org to establish a secure data pipeline that unifies customer service history with real-time product activity for a complete view of the customer.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">additional add-on licenses</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">LWR</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;language=en_US&amp;type=5" target="_blank">Aura</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d95851e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">To access Data 360 Setup:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">System admin profile OR Data 360 Architect permission set </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">To manage Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">Data 360 Architect permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">To manage Agentforce Service (formerly Service Cloud):</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">Service Cloud User permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">To create and manage Agentforce Service agents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d95851e77 ">Create and Set Up Experiences AND View Setup and Configuration AND be a member of the
              site OR View Setup and Configuration AND be a member of the site AND have appropriate <a href="https://help.salesforce.com/s/articleView?id=experience.networks_access_control_overview.htm&amp;language=en_US&amp;type=5" target="_blank">role-based site access</a></td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/images/icon_note.png)

Note S​ervice Cloud is now ​A​gentforce Service. You may see references to S​ervice Cloud in Salesforce applications and documentation.

Make sure that you have Data 360 Architect and Service Cloud Admin permissions.

Proactive Service requires a link between Data 360 and Agentforce Service to unify customer data. This connection triggers the system to monitor service history and product signals to identify customers who need assistance before they log a case.

1. From the App Launcher, find and select **Data Cloud**.
2. In Data Cloud, click the gear icon and then select **Data Cloud Setup**.
3. In the Quick Find box, find and select **Salesforce CRM**.
4. Click **New**.
5. Select **Connect to a Salesforce org**.
6. Authenticate the connection and select **Allow** when prompted.

#### See Also

- [Salesforce CRM Connector.](https://help.salesforce.com/s/articleView?id=data.c360_a_salesforce_crm_connector.htm&language=en_US)