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Set Up Connector Library

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Set Up Connector Library

Assign permissions, set up Einstein Generative AI, and configure your Data 360 environment to get started with Connector Library.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions
User Permissions Needed
To use Connector Library with Financial Services:

Financial Services Cloud Extension

OR

FSC Foundations

OR

FSC Sales

OR

FSC Service
To use Agentforce:

Agent Platform Builder permission set

To run Prompt Templates: Execute Prompt Templates user permission
To use Data 360: Data Cloud org: Data Cloud Architect
  1. Assign Agentforce, Prompt Template, and Data Cloud permissions.
  2. Set Up Einstein Generative AI.
  3. Enable Agentforce.
  4. Set Up Data 360.
    1. Get Started Using Data 360.
    2. Plan your Data 360 Strategy.
    3. Create Data 360 Users and Assign Permissions.
    4. Turn On Data 360.
    5. Manage Data Cloud Data Access Levels for Salesforce Users.
    6. Data 360 Standard Permission Sets.
    7. Set Up the Salesforce CRM Connector.

See Also

 
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