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            Create Data Transforms for the Data Lake Objects

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            3. Financial Services Cloud Admin Guide

            Create Data Transforms for the Data Lake Objects

            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 set up Data Cloud for Financial Services Cloud standard objects:

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

            AND

            Data Cloud for Financial Services Cloud Admin

            AND

            Data Cloud org: Data Cloud Architect

            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.
            Data Transform Label Data Transform API Name Description Target DLO Data Stream Name
            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
             
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