Data Processing Engine permissions for forecasting and Program Based Business
Key Takeaway
Users of Advanced Account Forecasting and Program Based Business need Data Processing Engine (DPE) permissions, not just the feature permission sets. On the CRM Analytics runtime, even a System Administrator needs the "Data Pipelines Base User" permission set to activate a DPE definition or start a run from the builder.
Advanced Account Forecasting in Agentforce Manufacturing uses DPE to aggregate data and calculate forecasts. Program Based Business uses DPE templates to generate manufacturing program component forecasts. Setting up users for these features takes three things. You turn on the features, assign permission sets that match each user's job, and give the right object and field access to the background users that read source data and write results. The DPE permissions a user needs also depend on the runtime platform that runs your definitions.
Permission sets for each job
Pick permission sets by the job each user does. Each feature has its own set of permission sets.
| Permission set | Feature | Who needs it |
|---|---|---|
| Manufacturing Program Based Business | Program Based Business | Users who create and manage program templates and manufacturing programs |
| Manufacturing Advanced Account Forecast | Program Based Business | Users who create and manage forecast sets for program, program variant and component forecasts |
| Data Pipelines Base User | Program Based Business | Users who create, customize, run and monitor DPE definitions |
| Manufacturing Advanced Account Forecasting | Advanced Account Forecasting | Users who need access to the forecasting objects and features |
| Manufacturing Advanced Account Forecast For Community | Advanced Account Forecasting | Experience Cloud users who need access to the forecasting objects and features |
| Data Pipelines Base User | Advanced Account Forecasting | Users who need access to DPE |