Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Deploy Financial Services Cloud Data Streams for Standard Objects

            You are here:

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

            Deploy Financial Services Cloud Data Streams for Standard Objects

            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 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
            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_Objects_Data_Bundle and Salesforce_Objects_Related_FSC_Data_Bundle.
            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.
            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.
            Stream Name Stream Source Object Name Category
            Account Data Stream Account Other
            Banker Data Stream Banker Other
            Branch Unit Data Stream BranchUnit Other
            Branch Unit Related Record Data Stream BranchUnitRelatedRecord Other
            Card Data Stream Card Other
            Case Data Stream Case Other
            Contact Data Stream Contact Other
            Coverage Type Data Stream CoverageType Other
            Financial Account Address Data Stream FinancialAccountAddress Other
            Financial Account Balance Data Stream FinancialAccountBalance Other
            Financial Account Data Stream FinancialAccount Other
            Financial Account Party Data Stream FinancialAccountParty Other
            Financial Goal Data Stream FinancialGoal Other
            Financial Goal Party Data Stream FinancialGoalParty Other
            Financial Plan Data Stream FinancialPlan Other
            Financial Portfolio Data Stream FinAssetPortofiloTgtAlloc Other
            Insurance Policy Data Stream InsurancePolicy Other
            Party Expense Data Stream PartyIncome Other
            Party Financial Asset Data Stream PartyFinancialAsset Other
            Party Financial Liability Data Stream PartyFinancialLiability Other
            Party Income Data Stream PartyExpense Other
            Person Life Event Data Stream PersonLifeEvent Other
            Producer Data Stream Producer Other
            Record Alert Data Stream RecordAlert Other
            Topic Data Stream Topic Other
             
            Loading
            Salesforce Help | Article