Set Up Data Cloud for Salesforce Foundations

Configure Settings and Assign Permission Sets

1. Assign yourself the Data Cloud Marketing Admin permission set.
   See Create Data Cloud Users and Assign Permissions.
2. Associate the default data space to the Marketing Manager permission set.
   1. In Setup, search for Permission Sets and select Permission Sets.
   2. Select the Marketing Manager permission set.
   3. Under Apps, select Data Cloud Data Space Management.
   4. On Data Space Scopes, click Edit.
   5. Select the default data space to associate it to the permission set.
   6. Save your changes.
3. Assign yourself the General User permission set group.
   • If Quick Settings is turned on, see Assign Standard Permission Set Groups from Quick Settings.
   • If you want to assign permissions from Setup, see Assign Permission Set Groups to Users.

Note After you complete these steps, it can take a few days for the Marketing app to show up in your org. After the Marketing app is visible in your org, you can continue with identity resolution ruleset setup.

Create an Identity Resolution Ruleset

This ruleset organizes and unifies your data for marketing sends and reporting.

1. In the Marketing app, on the Identity Resolutions tab, click New.
2. Select the default data space and select Individual for the Primary Data Model Object.
3. Name the ruleset and save.
4. On the identity resolution record, in the Match Rules section, click Configure.
5. Select a default or custom match rule.
6. Edit or add criteria for your match rule and save.
   Include Contact Point Email Address (Exact Normalized) in the match criteria. This is a critical step to help make sure your customer consent preferences are respected.