---
schema_version: "1"
id: 818bec7e88cb8cd4fa7e2de1b186157e4a1ad9698a88c0b6cfe21acee4140116
title: Create a Delegate Access Data Set
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_create_delegate_access_data_set.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_create_delegate_access_data_set.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1152b2c731fd0f43a8b8be57e1cd9be2256a772babd71bd99f3f1aa32d93f8f5
description: Map the objects that students share with proxies, and define how they resolve to the student. Create separate datasets if proxies require access to different categories of information, such as billing statements or course schedules.
products:
  - Education
release: "264"
---
# Create a Delegate Access Data Set

Map the objects that students share with proxies, and define how they resolve to the student. Create separate datasets if proxies require access to different categories of information, such as billing statements or course schedules.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions"><caption>Required Editions</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</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:left;vertical-align:top;" id="d30538e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30538e77 ">To create a delegate access data set:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30538e77 ">
              <p>Education Cloud Full Access permission set</p>
              <p>AND</p>
              <p>View Setup and Configuration
                permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Delegated Access and Related Objects permission
                set</p>
            </td>

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

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

To create a delegate access data set:

1. From Setup, in the Quick Find box, enter Education Cloud, and then select **Delegated Access Management**.
2. Under Delegate Access Data Sets, click **New**.
3. Enter the data set name and description. For example, enter Student academic data as the name and Data for student academic performance as the description.
4. Select **Active**.
    
    You can’t modify an active data set.
5. Under Data Set Object Details, click **Add Destination Object**.
6. Select a destination object. For example, **Academic Term Enrollment**.
7. Select the destination path to the student's contact, account, or user.
8. Select the field type and access level. For example, select **Contact** as the destination field type and **Read** as the access level.
9. Save your changes.