Configure User Permissions for an External Salesforce Org Connection in Data 360

For non-admin users to connect an external Salesforce org to Data 360, they must have the required user permissions assigned by the main Data 360 account.

1. To connect to Data 360, log in as an admin to the external Salesforce org that you want to connect to Data 360.
2. From Setup, in the Quick Find box, enter Permission Sets, and then select Permissions Sets.
3. To create a permission set, click New.
4. For Label, enter a name for the permission set.
   For example, ManageDataCloudConnections.
5. Make sure Session Activation Required is unchecked for the permission and click Save.
   To disable session activation on an existing permission set, select the permission set and click edit properties.
6. Assign the following System and User Permissions.
   A user must have these system permissions:

   • API Enabled
   • Connect Org to Data 360
   • Customize Application
   • Manage Custom Permissions
   • View Roles and Role Hierarchy
   • View Setup and Configuration
   A user must have these user permissions:

   • Assign Permission Sets
   • Manage Profiles and Permission Sets
7. For each permission, click Edit, and then click Enable.
8. Click Save.
9. In the Permission Changes Confirmation dialog, click Save.
10. Click Manage Assignments.
11. Click Add Assignments and assign this permission set to the user who’s connecting your external CRM org to Data 360.
12. To finish, click Assign.