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Map Data From CRM Custom Object Sources to Data Model Objects (Beta)
For each custom object you connected to Data 360 with a data stream, map the fields from the source object to fields on the Data 360 data model object.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Lead Nurturing and Data 360 add-ons. |
| User Permissions Needed | |
|---|---|
| To create data model objects in Data 360: | Data Cloud Admin |
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On the Data Streams tab in the Data Cloud app, click the
ActionCadence_Home data stream.
The ActionCadence_Home detail page opens.
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In the Data Mapping panel, to begin mapping the object fields, click Start next to the
data space you are setting up. In most cases, this is the Default data space.
The ActionCadence_Home Mapping page opens.
- In the Data Model Entities panel, click Select Objects.
- In the Select Objects panel, click the Custom Data Model tab.
- Click New Custom Object.
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On the New Custom Object screen, enter ActionCadence for the
Object Label. Click Save.
The ActionCadence data map opens.
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Several mappings are already defined. You need to map additional fields that the
dashboard requires. To add a mapping, first click the source object field in the left
column, and then click the data model object field in the right column.
Add each of these mappings for the Action Cadence object:
- Click Save & Close. Then click Refresh.
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From the Data Streams tab, repeat the field mapping process for the Action Cadence
Tracker, Action Cadence Step, and Action Cadence Step Tracker objects.
Add or confirm these field mappings for each of the objects:
- Action Cadence Tracker
- Action Cadence Id → Action Cadence Id
- Id →
- Completion Reason → Completion Reason
- Created By Id → Created By Id
- Created Date → Created Date
- State → State
- Completion Disposition → Completion Disposition
- Target Id → Target Id
- Action Cadence Step
- Id → Id
- Template Id → Template Id
- Action Cadence Step Tracker
- Action Cadence Id → Action Cadence Id
- Action Cadence Step → Action Cadence Step
- Step Title → Step Title
- Id → Id
- Action Cadence Tracker Id → Action Cadence Tracker Id
- Created Date → Created Date
- Scheduled Start DateTime → Scheduled Start DateTime
- State → State
- Target Id → Target Id
- Action Cadence Tracker
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