Set Up the Financial Services Cloud Data Kit

Set up and configure the components of the data kit.

Financial Services Cloud is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited editions

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.
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.
Activate the Financial Services Cloud Calculated Insights
Create a calculated insight from an installed Data Kit in Data Cloud.

Did this article solve your issue?

Let us know so we can improve!

Product Area