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            Deploy Financial Services Cloud Data Streams (Managed Package)

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Deploy Financial Services Cloud Data Streams (Managed Package)

            Create a data stream to connect your Salesforce org to Data Cloud.

            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.

            1. In Data Cloud, click the Data Streams tab.
            2. Click New.
            3. Select Salesforce CRM, then click Next.
            4. In Salesforce Org, select Salesforce.com.
            5. In the Custom Data Bundles, select Financial_Services_Cloud_Data_Bundle_Part1.
            6. Click Next.
            7. Select a data space.
              By default, all fields from a data kit are deployed. A data kit requires fields with mappings, formula fields, and their source fields to be deployed. To deploy the data kit successfully, add fields to your org.
              Financial Account and Financial Account Role have the same name on the next screen. Note the sequence that the two Data Lake Objects display in this list.
            8. Click Next.
            9. In the Name column, update the name of each data stream to the Stream Name in the table.
            10. Click Deploy.
            11. Complete the steps to Financial_Services_Cloud_Data_Bundle_Part2.
            Stream Name Stream Source Object Name Category
            Account Data Stream Account Profile
            Alert Data Stream Alert Profile
            Assets and Liabilities Data Stream AssetsAndLiabilities Profile
            Card Data Stream Card Profile
            Contact Data Stream Contact Profile
            Financial Account Data Stream FinancialAccount Profile
            Financial Account Role Data Stream FinancialAccountRole Profile
            Financial Account Transaction Data Stream FinancialAccountTransaction Profile
            Financial Goal Data Stream FinancialGoal Profile
            Financial Goal Party Data Stream FinancialGoalParty Profile
            Financial Holding Data Stream FinancialHolding Profile
            Financial Plan Data Stream FinancialPlan Profile
            Lead Data Stream Lead Profile
            Insurance Policy Data Stream InsurancePolicy Profile
            Party Expense Data Stream PartyIncome Profile
            Party Income Data Stream PartyExpense Profile
            Person Life Event Data Stream PersonLifeEvent Profile
            Producer Data Stream Producer Profile
            Securities Data Stream Securities Profile
            Topic Data Stream Topic Profile

            See Also

             
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