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            Create Data Transforms for the Data Lake Objects (Managed Package)

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            Create Data Transforms for the Data Lake Objects (Managed Package)

            A streaming data transform reads one record in a source data lake object, reshapes the record data, and writes one or more records to a target data lake object. The source and target objects must be different objects. A streaming data transform runs continuously as a streaming process, picking up new or changed data.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions
            User Permissions Needed
            To use Data Cloud for Financial Services Cloud:

            Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Data Cloud org: Data Cloud Architect

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            Use a streaming data transform to clean ingested data. Then, map the improved data to the data model. Transformed data is stored in data lake objects (DLOs) and then mapped to data model objects (DMOs).

            1. In Data Cloud, click the Data Transforms tab.
            2. Click New.
            3. Select Create from Data Kit and click Next.
            4. Select a Data Transform and click Next.
            5. Enter the Data Transform Label and Data Transform API Name.
            6. Select the Target Data Lake Object.
            7. Enter the description.
            8. Click Next.
            9. In the Expression, replace <table> with the Data Stream Name.
            10. Verify your SQL statement’s syntax by clicking Check Syntax.
              If a streaming data transform contains syntax errors or validation errors, such as incorrect API names for the source DLO and target DLOs, you can’t save it. These errors appear on the left side. Fix them before saving.
            11. Save the transformation. Streaming data transforms are activated immediately when saved.
              You can’t change a streaming data transform after saving it. If you must change a streaming data transform, delete it and create another one.
            12. Complete these steps to create the data transforms in the table.
            Important
            Important The record type ID for Assets and Liabilities is unique to your Salesforce org. In 2 of the data transforms, you must update the record type ID to match the record type ID in your Salesforce org.
            • On the Party Financial Asset Data Transform SQL Query, update the Record Type ID: 012RN000000HEwSYAW to the Record Type Id for Assets from your Salesforce org.
            • On the Party Financial Liability Data Transform SQL Query, update the Record Type ID: 012RN000000HEwSYAW to the Record Type Id for Liability from your Salesforce org.
            Data Transform Label Data Transform API Name Description Target DLO Data Stream Name
            Financial Account Balance Data Transform Part1 Financial_Account_Balance_Data_Transform_Part1 Transform balance fields into Financial Account Balance DLO Financial Account Balance DLO Financial_Account_Data_Stream__dll
            Financial Account Balance Data Transform Part2 Financial_Account_Balance_Data_Transform_Part2 Transform balance fields into Financial Account Balance DLO Financial Account Balance DLO Financial_Account_Data_Stream__dll
            Financial Account Limit Data Transform Financial_Account_Limit_Data_Transform Transform Financial Account limit fields into Financial Account Limit DLO Financial Account Limit DLO Financial_Account_Data_Stream__dll
            Party Financial Asset Data Transform Party_Financial_Asset_Data_Transform Transform to segregate Asset from Assets and Liabilities Party Financial Asset DLO Assets_and_Liabilities_Data_Stream__dll
            Party Financial Liability Data Transform Party_Financial_Liability_Data_Transform Transform to segregate Liability from Assets and Liabilities Party Financial Liability DLO Assets_and_Liabilities_Data_Stream__dll
            Account B2B Data Transform Account_B2B_Data_Transform Transform to segregate B2B Accounts from the rest Account B2B DLO Account_Data_Stream__dll
            Account B2C Data Transform Account_B2C_Data_Transform Transform to segregate B2C Accounts from the rest Account B2C DLO Account_Data_Stream__dll
            Contact B2B Data Transform Contact_B2B_Data_Transform Transform to segregate B2B Contacts from the rest Contact B2B DLO Contact_Data_Stream__dll

            See Also

             
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