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            Enable Data Governance Permissions for Sales Workspace

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            Enable Data Governance Permissions for Sales Workspace

            To use Data 360 Data Governance features for Sales Workspace, you need to grant access to the impacted objects according to an access policy.

            Required Editions

            Select from either attribute-based access control (ABAC) or role-based access control (RBAC) for more granular control over users' access to data. Follow instructions in Grant Access to Data Cloud Objects to assign these objects to an available policy.

            Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.

            Associated Data 360 Objects

            Object TYpe Name
            Data Lake Objects (DLOs) Lead
            Opportunity
            OpportunityHistory
            Forecasting Fact
            Forecasting Item
            Business Period
            User
            Account
            Data Model Objects (DMOs) Opportunity
            Opportunity History
            Lead
            Forecasting Fact
            Forecasting Item
            Business Period
            User
            Account
            Note
            Note To use Data Governance features, grant permissions to the listed objects according to Assign Data Access. If you have more than one data space, grant access to objects in each data space. Object names in non-default data spaces follow the convention of <DataSpace Prefix>_<Object Name>.
            Note
            Note Data 360 governance features are enabled by default for new orgs, but you must create policies to grant data access. Create an Allow All policy if granular control isn’t needed. In existing orgs, Data 360 includes a day zero Allow All policy out of the box to preserve access based on current permission sets and data space mappings. ReviewData Governance Considerations to learn about data spaces, permission sets, and access policies.
            Note
            Note Custom org configurations, customizations, and existing policies can impact data masking policies and behavior. Learn more in Data Governance Considerations.

            For more details, see

            Data Governance in Data Cloud.

             
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