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            Set Up Data Cloud for Complaint Resolution

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            Set Up Data Cloud for Complaint Resolution

            Grant the Data Cloud Salesforce Connector access to complaint and regulatory code records, ingest the records into Data Cloud, and create a search index that the Complaint Resolution Agent can query.

            Required Editions

            1. Grant the Data Cloud Salesforce Connector the system permissions it needs to ingest Public Sector records.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              2. Select Data Cloud Salesforce Connector, and then click System Permissions.
              3. Turn on these system permissions: Provides access to Complaints Management features and objects, Grant users access to Public Sector features, and Allows internal org users to access Investigative Case Management objects and features.
            2. In the Data Cloud Salesforce Connector permission set, open Object Settings and grant Read access to all fields on these objects.
              1. Public Complaint
              2. Regulatory Code
            3. Create the data streams that ingest complaint and regulatory code records into Data Cloud.
              1. From the App Launcher, open Data Cloud.
              2. Go to Data Streams | New | Salesforce CRM | All Objects.
              3. Create a data stream for the Public Complaint object. Set Category to Other and deploy the stream.
              4. Create a data stream for the Regulatory Code object. Set Category to Other and deploy the stream.
            4. For each data stream, open Data Mapping and create a custom data model object.
            5. Create a hybrid search index. Select the Complaint Summary field for chunking, and add the Status field as a filter.
            6. Assign the Data Cloud User and Agent Platform Builder permission sets to the admin user.
             
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