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            Enable Object and Field Permissions for Financial Services Cloud Objects

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            3. Financial Services Cloud Admin Guide

            Enable Object and Field Permissions for Financial Services Cloud Objects

            In your Salesforce org, add the View All Records and Read permissions to your Data Cloud Salesforce Connector permission set to ingest Financial Services Cloud objects and fields into Data Cloud.

            Required Editions

            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 Architect
            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. Log in to the Salesforce org that contains the objects and fields that you want to ingest into Data Cloud.
            2. From Salesforce Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
            3. Select the Data Cloud Salesforce Connector permission set.
            4. Update the system permissions for Person Life Event object.
              1. From Apps, select System Permissions.
              2. Click Edit.
              3. Select Access Insurance Objects and save your changes.
            5. Update the system permissions for the Party Income and Party Expense object.
              1. From Apps, select System Permissions.
              2. Click Edit.
              3. Select Plans and Goals User and save your changes.
            6. Update the Object Settings for the listed objects.
              1. In Permissions Sets, select Data Cloud Salesforce Connector.
              2. From Apps, select Object Settings.
              3. To ingest the data into Data Cloud, click the Account object.
              4. To change object permissions, click Edit.
              5. In Object Permissions, enable Read and View All Records permissions.
              6. In Field Permissions, enable Read Access for each field.
              7. Click Save.
            • Account
            • Assets And Liabilities
            • Banker
            • Branch Unit
            • Branch Unit Related Record
            • Card
            • Case
            • Contact
            • Coverage Type
            • Financial Account
            • Financial Account Address
            • Financial Account Balance
            • Financial Account Transaction
            • Financial Asset Portfolio Target Allocation
            • Financial Plan
            • Financial Account Role
            • Financial Goal
            • Financial Goal Party
            • Financial Holding
            • Lead
            • Insurance Policy
            • Party Financial Asset
            • Party Financial Liability
            • Party Expense
            • Party Income
            • Person Life Event
            • Producers
            • Record Alert
            • Securities
            • Topics
            Important
            Important To use Data Governance features, grant permissions to the listed objects according to Assign Data Access. If you have more than one data space, you must grant access to objects in each data space. Object names in non default data spaces follow the convention of <DataSpace Prefix>_<Object Name>.

            See Also

             
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