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Salesforce Order Management
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            Configure Return Insights Permissions

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            Configure Return Insights Permissions

            Before starting the return insights setup, enable the appropriate permissions for users and admin.

            Required Editions

            1. From Setup, in the Quick Find box, find and select Permission Sets.
            2. Select the Data Cloud Salesforce Connector permission set.
            3. In the Apps section, select Object Settings.
            4. Select Order Summaries.
            5. Click Edit.
            6. Enable Read and View All Records permissions for the object and Read Access for every field.
            7. Click Save.
            8. Repeat steps 4 through 7 for the objects Order Delivery Methods, Orders, and Products.

            See Also

             
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