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            Edit Data Lake Objects to Configure Financial Services Cloud Data Kit

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            3. Financial Services Cloud Admin Guide

            Edit Data Lake Objects to Configure Financial Services Cloud Data Kit

            Edit data lake objects (DLOs) that store transformed data and then map them to data model objects (DMOs). A data lake object is a container for the data brought into 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 Lake Objects tab.
            2. Click New, click Choose From Data Kits, and click Next.
            3. Select a data space.
            4. In the Name column, select a data lake object and click Next.
            5. In the Data Lake Object Name and API Name fields, remove the word copy. The name and API name must match the table.
            6. In Category, select Profile.
            7. Click Save.
            8. Repeat these steps for the remaining data lake objects.
            Data Lake Object Name Data Lake Object API Name Category
            Account B2B DLO Account_B2B_DLO Other
            Account B2C DLO Account_B2C_DLO Other
            Contact B2B DLO Contact_B2B_DLO Other
             
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