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  • Customer 360 for Salesforce Summer 2023
  • All Products

Table of Contents

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  1. Preface
  2. Installing Customer 360 for Salesforce
  3. Upgrading Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

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Assigning Permissions Overview

Assigning Permissions Overview

User permissions and access settings specify what the users can do within an organization. After you install or upgrade
Customer 360 for Salesforce
, assign permissions to the users through user profiles and permission sets.
Customer 360 for Salesforce
 contains a predefined permission set with access to the CC360 custom objects. You can assign this permission set to the intended users. The permission set extends the functional access of the users irrespective of the user profile.
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