Loading
About Salesforce Data 360
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
            Migrate Users from a Customer Data Platform License to a Data Cloud License

            You are here:

            1. Salesforce Help
            2. Docs
            3. Data 360

            Migrate Users from a Customer Data Platform License to a Data Cloud License

            When you add a Data Cloud license to an org that was previously operating Data 360 under a Customer Data Platform license, the permission sets granted by the Customer Data Platform license no longer grants access to Data 360. To provide users continued access to Data 360, you must assign the permission sets associated with the Data Cloud license to your users.

            Required Editions

            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            1. Identify which Data Cloud permission sets are associated with the Data Cloud license.
            2. Optionally, customize the standard permission sets granted by the Data Cloud license or create custom permission sets from them.
            3. Assign the permission sets granted by the Data Cloud license to users.
              To automate the process, use User Access Policies to migrate permission sets for groups of users.
            4. Remove the permission sets granted by the Customer Data Platform license.
              To automate the process, use User Access Policies to migrate permission sets for groups of users.
             
            Loading
            Salesforce Help | Article