---
schema_version: "1"
id: 3f1d6f877a7cb2b24a7e1519fcf4550e35022b9f0cd88a93a79e10fa394f05d7
title: Prerequisites for Data Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_data_cloud_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_data_cloud_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7db00dc7d41a88504f34a6ea80bcab515c49d976617b6322df7f80a857035c23
description: Before you use the Channel Revenue Management data kit and the Channel Revenue Management data model objects, complete the basic setup required to work in Data Cloud. You must connect Data Cloud to your Salesforce CRM org, enable features, and configure the security permissions.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Prerequisites for Data Cloud

Before you use the Channel Revenue Management data kit and the Channel Revenue Management data model objects, complete the basic setup required to work in Data Cloud. You must connect Data Cloud to your Salesforce CRM org, enable features, and configure the security permissions.

### 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: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </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="d45010e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45010e66 ">To use Data Cloud for Channel Revenue Management</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45010e66 ">
              <p>Salesforce org: Customize Application AND Use Rebate and Accrual Management
                Advanced (or Use Manufacturing Rebates depending on license)</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Cloud
                org: Data Cloud Admin</p>
            </td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_note.png)

Note Requires the Channel Revenue Management add-on. Works with either Sales Cloud or Industry Anchor Sales SKUs. Include the relevant Data Cloud SKU to use DPE and Channel Revenue Management capabilities on Data Cloud.

1. Review and complete all the steps mentioned in the Salesforce Data Cloud documentation.
    
    1. [Plan your Data Cloud strategy](https://help.salesforce.com/s/articleView?id=data.c360_a_plan_data_strategy.htm&language=en_US&type=5).
    2. [Manage Data Cloud users](https://help.salesforce.com/s/articleView?id=sf.c360_a_setup_user_setup_tasks.htm&language=en_US&type=5).
    3. [Manage access with Data Cloud permission sets](https://help.salesforce.com/s/articleView?id=sf.c360_a_setup_permission_sets.htm&language=en_US&type=5).
    4. [Manage data spaces](https://help.salesforce.com/s/articleView?id=data.c360_a_data_spaces.htm&language=en_US&type=5).
    5. [Set up the Salesforce CRM connector](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&language=en_US&type=5).
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_note.png)
    
    Note To prevent object accessibility errors during data kit installation or data stream deployment, configure the core Rebates system permissions for the Data Cloud integration profile. For more information, see [Configure Core Rebates System Permissions for Data Cloud Salesforce Connector](https://help.salesforce.com/s/articleView?id=xcloud.chrm_data_cloud_configure_rebates_permissions.htm&release=264.0.0&type=5 "Configure the core Rebates system permissions on the Data Cloud Salesforce Connector permission set to prevent object accessibility errors during installation or data stream deployment.").
2. Enable the features required to access the data kit and its components.
    1. Go to **Data Cloud 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 Cloud, click **Get Started**.
        
        Setup can take a few minutes.
3. Turn on Channel Revenue Management features. Depending on your license, turn on Rebate and Accrual Management Advanced or Rebates.
    1. From Setup, in the Quick Find box, enter Rebate and Accrual Management Advanced, and then select **Rebate and Accrual Management Advanced**.
    2. Turn on **Rebate and Accrual Management Advanced**.
    3. From Setup, in the Quick Find box, enter Rebates, and then select **Rebates**.
    4. Turn on **Rebates**.
4. Connect Data Cloud to your Salesforce CRM org. Ensure that your core instance is fully authenticated as a valid data source inside Data Cloud Setup.
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 Cloud.
    2. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
    3. Find and select the **Data Cloud Salesforce Connector** permission set.
    4. Click **System Permissions**, click **Edit**, and enable the **Use Rebate and Accrual Management Advanced** and **Batch Management User** permissions.
    5. Click **Permission Set Overview**, and then select **Object Settings**.
    6. Select each of these objects: Account, User, UnitOfMeasure, RebateProgram, RebateProgramMember, RebateProgramPayoutPeriod, RebateProgramMemberPayout, ProgramRebateType, ProgramRebateTypeFilter, ProgramRebateTypeBenefit, ProgramRebateTypePayout, ProgramRebateTypPayoutSrc, ProgramRebateTypeProduct, RebatePayoutAdjustment, RebatePayment, PgmRebateTypBnftMapping, and RebateMemberProductAggregate.
    7. Click **Edit**. In Object Permissions, enable **Read All**, **View All Records**, and **Edit** permissions.
    8. In Field Permissions, ensure that **Read Access** is enabled for each individual field.
    9. Save your changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_note.png)

Note If you plan to use advanced accrual calculations with the Data Processing Engine (DPE), the Accrual and Payout Engine data kit is deployed when you configure your DPE definitions. For information about the DPE for accrual calculations, see [Configure Data Processing Engine Definitions for Advanced Accruals](https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_adv_manage_accrual_calculations.htm&type=5&language=en_US).

- **[Configure Core Rebates System Permissions for Data Cloud Salesforce Connector](https://help.salesforce.com/s/articleView?id=xcloud.chrm_data_cloud_configure_rebates_permissions.htm&release=264.0.0&type=5)**  
    Configure the core Rebates system permissions on the Data Cloud Salesforce Connector permission set to prevent object accessibility errors during installation or data stream deployment.
- **[Ingest External Channel Revenue Data Into Data Cloud](https://help.salesforce.com/s/articleView?id=xcloud.chrm_data_cloud_ingest_external_data.htm&release=264.0.0&type=5)**  
    To ingest high-volume back-office ERP logs and operational data into Data Cloud, connect your external data sources to the engine.