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Communications Cloud
Build Your Data 360 Connection

Build Your Data 360 Connection

Update the Data 360 Salesforce Connector permission set to give Communications Sales Insights access to your Revenue Cloud data. These permissions let the connector read pricing information, create orders from quotes, and work with the Dynamic Revenue Orchestrator (DRO) features.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions with Communications Cloud Advanced and Agentforce for Communications.
User Permissions Needed
To edit permission sets: Manage Profiles and Permission Sets
To modify system permissions: System Administrator profile
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Find and select Data Cloud Salesforce Connector.
  3. Select System Permissions.
  4. Select Edit.
  5. Select these permissions:
    • Salesforce Pricing: Run Time User
    • Create Orders from Quotes
    • Manage Revenue Cloud
    • System Administrator Access for DRO
  6. Save your changes.

The Data Cloud Salesforce Connector permission set now shows all four permissions as enabled. Your connector can access the Revenue Cloud data that Communications Sales Insights needs for analytics.

 
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