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Customer Data Platform Standard Permission Sets in Data 360
A permission set defines the level of access and visibility that Salesforce users have to data and features in Data 360. Four standard permission sets are provided for orgs contracted under a Customer Data Platform license. The Salesforce admin assigns permission sets to users.
System Administrator
To manage and assign users in Setup and access Data Cloud Setup, you can have a System Administrator user profile or the permissions that grant access to Salesforce Setup.
You don't need a Data Cloud standard permission set to access Data Cloud Setup if you have a system admin profile.
Standard Permission Sets
You can combine these Customer Data Platform permission sets with other Salesforce permission sets for users who need additional access.
Data Cloud Admin—Users with this permission set can access all functionality within Data 360.
Data Cloud Data Aware Specialist—Users with this permission set can map data to the data model and create data streams, identity resolution rulesets, and calculated insights.
Data Cloud Marketing Manager—Users with this permission set can manage an overall segmentation strategy, including creating activation targets and activations.
Data Cloud Marketing Specialist—Users with this permission set can create segments.
Table key:
Full Access
View Only
| Feature | System Admin Profile | Data Cloud Admin | Data Cloud Data Aware Specialist | Data Cloud Marketing Manager | Data Cloud Marketing Specialist |
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| Data Cloud Setup |
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| Data Space Management |
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| Data Additions to a Data Space |
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| Data Streams |
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| Data Shares |
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| Data Lake Objects |
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| Data Transforms |
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| Data Model |
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| Data Graphs |
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| Identity Resolution |
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| Data Explorer |
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| Profile Explorer |
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| Calculated Insights |
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| AI Models |
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| Data Action and Data Action Targets |
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| Segments |
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| Activation and Activation Targets |
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| Communication Capping Setup |
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| Communciation Capping Configuration |
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