Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Data 360 for Financial Services Cloud

            You are here:

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

            Set Up Data 360 for Financial Services Cloud

            Set up and configure Data 360 for Financial Services Cloud.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions
            User Permissions Needed
            To use Data 360 for Financial Services Cloud:

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

            AND

            Data Cloud org: Data Cloud Architect

            To set up Data 360 for Financial Services cloud, review and complete these steps in the Salesforce Data 360 documentation:

            1. Get Started Using Data 360.
            2. Plan your Data 360 Strategy.
            3. Create Data 360 Users and Assign Permissions.
            4. Turn On Data 360.
            5. Manage Data 360 Users.
            6. Manage Access with Data 360 Permission Sets.
            7. Manage Data Spaces with Legacy Permission Sets.
            8. Set Up the Salesforce CRM Connector.
            9. Verify the Financial Services Cloud SSOT Version.
            10. Connect Data 360 to Your Salesforce Org.
            11. Enable Object and Field Permissions for Financial Services Cloud Objects.

            See Also

             
            Loading
            Salesforce Help | Article