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            Add Data Cloud Salesforce Connector Permissions for Collections Risk Score Predictions

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            Add Data Cloud Salesforce Connector Permissions for Collections Risk Score Predictions

            To ingest objects and fields into Data 360, add the View All Records and Read permissions to the Data Cloud Salesforce Connector permission set in your Salesforce org.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To configure Data Cloud Salesforce Connector permissions: Data Cloud Admin
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Select the Data Cloud Salesforce Connector permission set.
              The Data Cloud Salesforce Connector permission set is available only after you connect your org to Data 360. For deployed orgs that weren’t updated recently, the permission set is listed as Salesforce CDP Salesforce Connector Integration, Customer Data Platform Salesforce Connector Integration, or Customer 360 Audiences Salesforce Connector Integration.
            3. From Apps, select Object Settings.
            4. Select the object that you want to ingest into Data 360.
            5. To change the object permissions, click Edit.
            6. Enable the Read and View All Records permissions for these objects.
              Object Name
              Account
              Contact
              Collection Plan
              Collection Plan Item
              Collection Plan Reason
              Financial Account
              Financial Account Party
              Party Financial Asset
              Financial Account Balance
            7. To enable the Set up and manage collections, and Manage Financial Services Standard Objects system permissions in the Data Cloud Salesforce Connector permission set, follow these steps:
              1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              2. Select the Data Cloud Salesforce Connector permission set.
                The Data Cloud Salesforce Connector permission set is available only after you connect your org to Data 360. For deployed orgs that weren’t updated recently, the permission set is listed as Salesforce CDP Salesforce Connector Integration, Customer Data Platform Salesforce Connector Integration, or Customer 360 Audiences Salesforce Connector Integration.
              3. From Apps, select System Permissions.
              4. Enable Set up and manage collections, and Manage Financial Services Standard Objects system permissions.
             
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