Allow Users to Connect Orgs as a Data Source to Cross-Cloud Applications
As a Salesforce admin, you can grant designated admins permission to connect Salesforce orgs as data sources to cross-cloud Salesforce applications, such as Customer 360 Data Manager. Connecting an org as a data source lets you connect customer data across your enterprise to create a single view of your customer. For example, service agents can view a customer’s order history in Service Console without swiveling their chairs to Commerce Cloud.
Where: This change applies to Lightning Experience and Salesforce Classic in all editions.
When: This user permission was added in the Winter ’20 release.
Who: The Connect Org to Customer 360 Data Manager permission is automatically enabled for Salesforce admins.
How: In your org, create a permission set that grants the Connect Org to Customer 360 Data Manager permission. Assign the permission set to the designated admin who is creating the connection. The admin is required to log in to the org to create the connection.