Before you use the Health Cloud data kits and data model objects, complete the basic
configurations required to work in Data 360. Set up Data 360, enable the required Health Cloud
features, connect Data 360 to your Salesforce CRM org, and verify the SSOT version.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
and Data 360
User Permissions Needed
To use Data Cloud:
Data Cloud Architect permission set
Review and complete all the steps mentioned in the Salesforce Data 360 documentation.
Enable the Health Cloud features required to access the data kits and their
components.
Go to Data Cloud Setup.
If you don’t see this option, refresh your page, or log out and log back in with your
admin user credentials.
To enable Data Cloud, click Get Started.
Setup can take a few minutes.
Turn on Health Cloud features as required. For example, turn on Disease Surveillance from
the Public Health Settings page to access the Disease Surveillance data kit.
Connect Data 360 to your Salesforce CRM org.
In Data Cloud, click Data Cloud Setup.
In the Quick Find box, enter Salesforce CRM, then click
Salesforce CRM.
Click New.
To connect to the Salesforce org that has Data Cloud provisioned, click
Connect.
After you connect your Salesforce org, review the connection details.
Your Salesforce org is now connected as a data source and data action target.
Verify the SSOT package version.
From Setup, in the Quick Find box, enter Installed Packages, then
select Installed Packages.
Verify that the Salesforce Standard Data Model SSOT is version 1.162 or above.
If the version is less than 1.162, contact your Salesforce account representative.
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