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How to update field metadata in Salesforce Local Data Sync

Udgivelsesdato: Apr 30, 2026
Beskrivelse

What Is Ingestion Metadata


When fields are ingested from the local Salesforce environment via Data Sync in CRM Analytics, certain parameters are controlled by the ingestion metadata, or schema, of the object's Data Sync definition. This metadata cannot be edited from the "Preview Source Data" field configuration in Data Sync's object configuration.

Note: Field metadata for Remote Data Connectors generally can be edited in the field attributes pane of the "Preview Source Data" configuration screen. This article applies to the Salesforce Local Sync (also known as SFDC_Local or Replication).

Where Ingestion Metadata Is Defined


Ingestion metadata (which includes all the parameters documented in Overriding Salesforce Field Metadata, e.g.: fiscalMonthOffset) must be specified in the sfdcDigest node of a dataflow. Data Sync metadata combines all the different sfdcDigest nodes on the same object from all dataflows and uses the value for each parameter from the most recently updated dataflow definition where it exists. This is noted in Understand What Happens When You Enable Data Sync and Connections.

When Metadata Becomes Invalid


If a field's metadata is invalid (for example, the Precision on a text field exceeds 32,000) then the field will have a warning icon in the Data Sync object configuration and the Save button will be non-interactive. All fields with invalid metadata will need to be corrected by the process covered below prior to saving any changes to the object's data sync configuration.

 

Special Consideration: Fiscal Date Metadata (fiscalMonthOffset and firstDayOfWeek)


While parameters like "fiscalMonthOffset" and "firstDayOfWeek" are present in the Extended Metadata (XMD) file associated with a dataset, they are deprecated and have no impact on the dataset fields or behavior. To ensure that the date fields have fiscal date parts generated, they must have a "fiscalMonthOffset" defined in the ingestion metadata. Note the "Fiscal Periods in CRM Analytics" section in Date Formats and Fiscal Dates for Source Data. As a best practice, we recommend setting the "fiscalMonthOffset" and "firstDayOfWeek" to the same value for all dates in a source object.

Løsning

To update ingestion metadata, create a dedicated 'master' dataflow that sets the correct metadata values. This dataflow does not need to be run — simply saving it updates the Data Sync metadata.

  1. Create an sfdcDigest node in a new dataflow.
  2. Specify the object and select all the desired fields.
  3. Set the metadata to the desired values for included fields.
  4. Repeat for all desired objects and fields.
  5. Save the dataflow definition. It is not necessary to include anything else in the dataflow, nor does the dataflow need to be run.

This will set the defined parameters for all the included objects and fields in Data Sync and allow consistent behaviour in Data Prep Recipes, dataflows, and datasets.

Please be aware that any metadata overrides in any other dataflows will overwrite the Data Sync metadata if that dataflow is updated after performing the above actions. To avoid this, either have consistent metadata overrides in all dataflows or remove metadata overrides from all dataflows other than the "master" dataflow created in the steps above.

Vidensartikelnummer

000392328

 
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Salesforce Help | Article