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            Connect Data Cloud to Your Salesforce Org

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Connect Data Cloud to Your Salesforce Org

            Connect Data Cloud to your Salesforce CRM org.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions
            User Permissions Needed
            To set up Data Cloud for Financial Services Cloud standard objects:

            Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Data Cloud for Financial Services Cloud Admin

            AND

            Data Cloud org: Data Cloud Admin
            To set up Data Cloud for Financial Services Cloud Managed Package

            Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Data Cloud org: Data Cloud Architect
            1. In Data Cloud, click Data Cloud Setup.
            2. In the Quick Find box, enter Salesforce CRM, then click Salesforce CRM.
            3. Click New.
            4. Click Connect to connect to the Salesforce org that has Data Cloud provisioned.
            5. After you connect your Salesforce org, review the connection details. Your Salesforce org is now connected as a data source and data action target.

            See Also

             
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