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            Set Up Data Bundles for Grantmaking

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            Set Up Data Bundles for Grantmaking

            The Grantmaking data bundle is a tool to quickly and easily map your Grantmaking objects to data model objects in Data 360. After you’ve mapped your objects, you can take advantage of Data 360’s tools and analytics and combine your Salesforce data with additional data streams for a complete view of your organization’s stakeholders.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To use Grantmaking: Grantmaking Manager permission set
            To connect your data to Data 360:

            Data 360 Architect permission set

            Follow these steps to connect your Grantmaking data to Data 360.

            Set Up the Data Bundle

            Use the Grantmaking data bundle guided setup to configure Data 360, create and map Data 360 assets, and ingest Data 360 data for Grantmaking.

            Find the Guided Setup

            Before you begin, fulfill these prerequisites.

            • Current user is a system admin.
            • Grantmaking is enabled in your Salesforce org.
            • Data 360 is purchased for your Salesforce org.

            Go to the guided setup for your data bundle.

            1. From Setup, in the Quick Find box, enter Intelligence, and then select Grantmaking Intelligence.
            2. Accept the disclaimer.
              As you progress through the setup steps, refresh the page to view the completed steps. Completed steps are marked with a green check mark.

            Set Up Data 360

            1. Assign user permissions to give yourself and other users access to Data Cloud features and data.
              1. Assign the Data 360 Architect permission set to yourself (the admin user) and any other admins.
              2. Assign the Data 360 User permissions set to your users.
            2. To connect your Salesforce org to Data 360, click Connect an Org.
              Your Salesforce org is shown as connected in the Standard Connections table. If you want to connect other data, from the Standard Data Bundles table, in the row for the bundle that you want to connect, select Install.
            3. If you have data stored in Marketing Cloud or Commerce Cloud, or in a third party source like Snowflake, Amazon S3, or Google Cloud Storage, click Connectors Guidance to open help to create connections to your data.
            4. To complete the Set Up Data 360 checklist, click Go to Data Cloud.
            5. Return to the Grantmaking Intelligence setup page.

            Configure Data 360 User Access

            Provide the integration user with write access to the Grantmaking objects and fields.

            1. From the Grantmaking Intelligence setup page, go to the Configure Data 360 User Access step.
            2. Click Configure Data Cloud Access.
              The configuration is completed automatically.

            Create Data Streams

            1. From the Grantmaking Intelligence setup page, go to the Create Data Streams step.
            2. Click Create Data Streams.
            3. Create data streams.
              1. Click New.
              2. Select Salesforce CRM and then click Next.
              3. Select the Salesforce org that you want to ingest data from.
              4. Select the data bundle that you want to use to bring your CRM data into Data 360.
                For example: Select Grantmaking Data Bundle to bring that data into Data Cloud.
              5. Click Next through the menus.
            4. Select your Data Space and click Deploy.

            See Also

             
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