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            Ingest Hierarchical Data

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            Ingest Hierarchical Data

            Bring Salesforce CRM organizational hierarchies such as Role, Manager, and Territory into Data 360. After ingestion, you can reference these hierarchies in hierarchy-based record-level security (RLS) policies.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permissions Needed
            To access Data 360 Setup:

            Permission set:

            • Data Cloud Admin

            Before completing this task, consider these guidelines and limitations.

            • Hierarchy data is synchronized periodically. It can take up to 15 minutes for changes in the source system to be reflected in Data 360.
            • For the hierarchy operator to appear as an option in Policy Builder, complete the hierarchy setup.
            • After you configure a hierarchy, you can’t edit or delete it.
            • To use RLS hierarchy, install the required version of the Salesforce Standard Data Model SSOT package in your org. Hierarchy ingestion fails if the required version isn't installed.
              • Role hierarchy requires SSOT version 1.83 or later, which includes the ssot_UserRole__dlm object.
              • Manager hierarchy requires SSOT version 1.116 or later, which introduces the ManagerId__c field in the ssot_User_dlm object.
              • If you use both Role and Manager hierarchy, install SSOT version 1.116 or later.

            To configure hierarchy ingestion:

            1. Go to Data Cloud Setup.
            2. From Quick Find, search for and select Hierarchy Ingestion.
            3. On the Hierarchy Ingestion page, click New Hierarchy Ingestion.
            4. From the Source Connection dropdown menu, select the connector for the core org that you want to ingest hierarchy data from.
              One data lake object (DLO) is created for each connection, and all DLOs in a hierarchy are mapped to a single data model object (DMO) within each data space.
              • For a Role hierarchy, two DLOs are created: UserRole and User.
              • For a Manager hierarchy, one DLO is created: User.
              • For a territory hierarchy, three DLOs are created: User, Territory2, and UserTerritory2Association.
            5. From the Hierarchy dropdown menu, select the hierarchy to ingest. For example, Role.
              Currently, only Role, Manager, and Territory hierarchies are supported. When you set up a hierarchy, Data 360 automatically creates hierarchy data objects. You can secure these hierarchy objects independently, similar to other DLOs and DMOs.
            6. From the Data Space dropdown menu, select the corresponding data space for this hierarchy. For example, AMER or EMEA.
            7. (Optional) To add additional hierarchies, click +Add Hierarchy.
            8. Save your configuration.
             
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