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            Set Up Data Cloud for Connected Assets

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            Set Up Data Cloud for Connected Assets

            Complete the basic setup required to model, store, and use asset data in Data Cloud. You must set up Data Cloud, enable the required features, connect Data Cloud to your Salesforce CRM org, and configure the security permissions.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, and Media Cloud. View edition availability.
            User Permissions Needed
            To use Data Cloud for your Salesforce org

            Salesforce org

            AND

            Data Cloud org: Data Cloud Admin
            1. Review and complete all the steps mentioned in the Salesforce Data Cloud documentation.
              1. Plan your Data Cloud Strategy.
              2. Manage Data Cloud Users.
              3. Manage Access with Data Cloud Permission Sets.
              4. Manage Data Spaces.
              5. Set Up the Salesforce CRM Connector.
            2. Enable the features required to model, store, and process data in Data Cloud.
              1. 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 credentials.
              2. To enable Data Cloud, click Get Started.
                Setup can take a few minutes.
            3. Connect Data Cloud to your Salesforce CRM org.
              1. In Data Cloud, click Data Cloud Setup.
              2. In the Quick Find box, enter Salesforce CRM, and then click Salesforce CRM.
              3. Click New.
              4. To connect to the Salesforce org that has Data Cloud provisioned, click Connect.
              5. After you connect your Salesforce org, review the connection details.
                Your Salesforce org is now connected as a data source and data action target.
            4. Verify the SSOT package version.
              1. From Setup, in the Quick Find box, find and select Installed Packages.
              2. Verify that the Salesforce Standard Data Model SSOT is version 1.40 or later.
                If the SSOT version is earlier than 1.29, contact your Salesforce account representative.
            5. Set up object and field permissions
              1. Log in to the Salesforce org that contains the objects and fields that you want to ingest into Data Cloud.
              2. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
              3. Find and select Data Cloud Salesforce Connector Integration.
              4. Click System Permissions.
              5. Click Edit.
              6. Find and select the other system permissions that you require for your use cases.
                You must enable the system permissions that allow access on all objects used for calculated insights and data streams.
              7. Save your changes.
              8. Click Permission Set Overview.
              9. Click Object Settings.
              10. Click the name of the object for which you want to give access.
              11. Click Edit.
              12. In Object Permissions, enable Read and View All Records permissions.
              13. In Field Permissions, enable Read Access for each field.
              14. Save your changes.
              15. Complete these steps for all objects that are used for data streams and calculated insights.
             
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