Ingest Data from a Companion Org
After the connection status is active, complete the companion org setup.
Required Editions
| Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| Configure companion org | Data Cloud One |
Make sure that you prepare you companion org.
- Assign the Data Cloud One permission set to your user to perform these steps in the home org.
- Enable the Permission to access the Action Plans feature, Manage and Run Retail Execution CPG, and Manage Industries Visit system permission in the Data Cloud Salesforce Connector permission set.
When you ingest data from a companion org, users in that org can see only the data model objects (DMOs) in their data explorer. They can't see the underlying data lake objects (DLOs).
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In your companion org, create a record.
For example, create an Account Receivable record named Kroger store 301.
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In your home org, configure a data stream.
- Go to the Data Streams tab and create a new stream.
- Select Salesforce CRM as the data source.
- Choose the specific companion org (e.g., Companion Org One) and the object to ingest (e.g., Account Receivable).
- Assign the stream to a data space (e.g., Test Data Space One).
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Verify the data flow in the home org.
- After a short delay, open the Data Explorer.
- Confirm that the new record (Kroger store 301) appears in the correct data space.
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