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            Connect to Data 360 for Unified Messaging

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            1. Salesforce Help
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            3. Unified Messaging

            Connect to Data 360 for Unified Messaging

            Before you can send messages, connect to Data 360 and deploy the required data kits. A data kit is similar to a managed package, and it contains everything that you need to get started. Use a data kit to create data streams, which establish the relationships that are required to track engagement and honor consent. Create a Data 360 connection for each channel that you plan to use.

            Required Editions

            To process data correctly, preserve field visibility for the Data Cloud Salesforce Connector permission set. Visibility can change when you delete a field, change the permissions on a field, or change the API name for a custom field.

            For best performance in Unified WhatsApp, keep your data kits up to date.

            Before connecting, choose how to track and store data privacy preferences.

            Available in: Lightning Experience
            Unified Messaging for Email and SMS is available in: Salesforce Enterprise and Unlimited Editions for Service Cloud AND Enterprise and Unlimited Editions for with Marketing Cloud Next Growth and Advanced Editions
            Unified Messaging for WhatsApp is available in: Enterprise and Unlimited Editions for Marketing Cloud Engagement Growth and Advanced Editions
            Not supported in Government Cloud Plus
            User Permissions Needed
            To install the Consent Data Cloud package: Read and View All Records on Communication Subscriptions, Communication Subscription Channel Types, and Engagement Channel Types

            Each unified channel type requires two data kits. One package relates to consent settings, and the other relates to channel engagement data. You can install both at the same time, or you can install each one separately.

            1. From Setup, in the Quick Find box, enter Unified Messaging, and then select the channel that you want to configure.
            2. Locate the Channel Setup section for your channel, and then click Install.
              • For the Email channel, install the data kits as part of the Marketing Cloud Next setup process.
              • For the SMS channel, find the data kits at SMS Codes in the SMS section of Unified Messaging.
              • For the WhatsApp channel, find the data kits at Your Numbers in the WhatsApp section of Unified Messaging.
            3. After the installation completes, click Done.

            The required data streams are now connected in Data 360.

             
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