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Provide Access to Salesforce Objects

Provide Access to Salesforce Objects

To get actions and service processes, data streams need access to the Record Action Selectable Item Extract and Service Process Product Category Product Extract Salesforce objects, respectively.

Required Editions

Available in: Lightning Experience
Available in: Starter, Professional, Enterprise, and Unlimited Editions with the required add-ons
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Select the Data Cloud Salesforce Connector permission set label.
  3. Click System Permissions, and then click Edit.
  4. To grant access to the Record Action Selectable Item Extract and Service Process Product Category Product Extract Salesforce objects and fields, select the Service Excellence Platform User system permission, and then save your changes.
  5. Click Permission Set Overview in the breadcrumb, and then click Object Settings.
  6. Select Record Action Selectable Item Extracts, and then click Edit.
  7. Select the Read and View All Records object permissions, and then save your changes.
  8. Click Object Settings in the breadcrumb.
  9. Select Service Process Product Category Product Extracts, and then click Edit.
  10. Select the Read and View All Records object permissions, and then save your changes.
 
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