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            Enable Permissions to Ingest Salesforce Classic Encrypted Salesforce CRM Objects and Fields

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            Enable Permissions to Ingest Salesforce Classic Encrypted Salesforce CRM Objects and Fields

            Values in Salesforce Classic custom encrypted fields ingested from connected Salesforce CRM org are masked in Data 360 by default. You can opt to ingest them as unmasked values instead.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permissions Needed
            To ingest objects and fields:

            Data Cloud Architect permission set

            AND

            View All Records and Read permission on the object being ingested
            To ingest Classic encrypted fields with unmasked values:

            Data Cloud Salesforce Connector permission set in the connected org

            AND

            View Encrypted Data permission
            Warning
            Warning If you choose to ingest Classic encrypted fields and wish to unmask values, remember values are stored unmasked everywhere in Data 360.

            To ingest Classic encrypted fields with unmasked values, update your permissions in each Salesforce org from which you will ingest encrypted fields.

            1. From Setup in the Quick Find box, enter Permission, and select Permission Sets.
            2. Select the Data Cloud Salesforce Connector permission set.
              The permission set is available after you connect your CRM org to Data 360. For deployed orgs that haven’t been updated recently, the Data Cloud Salesforce Connector permission set is listed as Salesforce CDP Salesforce Connector Integration, Customer Data Platform Salesforce Connector Integration, or Customer 360 Audiences Salesforce Connector Integration.
            3. Select System Permissions.
            4. Click Edit, then add View Encypted Data.
            5. Click Save.
            6. Assign the Data Cloud Salesforce Connector permission set to the users who need it.

            Repeat these steps for any Salesforce CRM orgs where you want to ingest Classic encrypted fields as unmasked values.

            Tip
            Tip Each Salesforce CRM org connected to Data 360 can have its own permission settings for Classic encrypted fields.

            Changes made toData Cloud Salesforce Connector permission set are honored at the next full refresh of the data stream. Full refresh happens:

            • The first time the data stream is deployed.
            • When a data stream is edited, such as when a source or formula field is added.
            • If you contact Salesforce Customer Support and log a case.

            See Also

             
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