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Create a Copy Field Enrichment
Add information from Data Cloud data model objects (DMO) to record pages in your org, so you can show information and interactions from multiple systems, orgs, or business units in a related list.
Required Editions
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view enrichments in Setup: | View Setup |
| To view a specific enrichment: | You must have access to the data space used in the enrichment. Set the Data Cloud permission set, such as Data Aware Specialist, feature permission to allow data space access. |
| To create or update enrichments: | Customize Application AND Data Cloud User AND Write Access to Data Action AND Write Access to Data Space Definition If you enabled enhanced security data spaces, you also need the permission Customize Data Actions on the Dataspace Scope. |
| Object Permissions Needed | |
|---|---|
| To view enrichments in Setup: | Data Action Definition object Read permission |
| To create or update enrichments: | Data Action object Create, Update AND Data Action Definition object Create, Update, and Delete |
Before you begin this task, read Enrichment Considerations. Then perform the steps in Enrich Your Org with 360 Data and Insights.
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From Setup, select Integrations,
Enrichments, and then Copy Fields.
You can also create copy field enrichments from Object Manager.
- Click New.
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Under Source Object, select a data space.
You must have at least one unified object in the data space to copy fields for any object associated with the unified object. Different data spaces have different views of the data available. For example, a data space can have a view for a specific brand or different data spaces for reporting vs. customer-facing data.
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Select a Data Cloud Object.
More information on which objects are supported is available in the Enrichment Considerations topic.
You can only create one enrichment for each Data Cloud source object and CRM target object combination. If one exists, click Open Existing Enrichment. You can edit the enrichment and add or remove fields to copy.
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Select the ID Matching Method that determines what data to copy into your org.
You can select an ID matching method only if you’ve created a lookup relationship in Data Cloud to your source CRM object. By default, the primary key of the CRM object is matched to the primary key of the Data Cloud object. Usually, the primary key is the best data to match records. However, if there’s another field that’s a better match for the primary key of your target CRM object, you can create a Data Cloud lookup and use that to match.
Note If you select Primary Key ID matching, the enrichment doesn’t filter the target objects by the data source ID. If the source object is a DMO, the Key Qualifier is used to filter the target object. If the source object is a CIO, there’s no filtering.You want to see the nickname “Nick Anderson” entered for your loyalty program on his contact page. The nickname is captured in a CustomerLoyaltyProgram custom DMO. The primary key for that object is a program ID, which doesn’t match the primary key of the CRM object that you want to match. However, there’s also a CRM ID field in CustomerLoyaltyProgram that has data that matches the Customer ID for your CRM object. You create a Data Cloud lookup to CRM ID for Unified Individual and select Use the Unified Individual Lookup as the matching ID method. - Under Target Object, select a Target Object, and click Next. This is the object in your org that you’re copying data into.
- Select the fields that you want to copy by clicking the plus sign, and click Save.
- For each Data Cloud object field, search for a Salesforce org field that you want to copy data into and select it.
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To ensure that only relevant data is copied, define a filter. With a filter, only data
from source objects that match your filter criteria is copied.
Reducing the amount of copied data can conserve credits.
- Select the conditions to be met.
- Select the source object fields to filter on.
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Select the operator and the value.
For example, to copy data only from accounts with more than 1,000 employees or from aerospace accounts, create a filter with these conditions.
- Any Condition Is Met (OR)
- Employee Cloud Greater Than 1,000
- Account Type Equals Aerospace
- Enter an enrichment label that you can use to identify the enrichment.
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Enter an API name that uniquely identifies the enrichment.
By default, the API name is generated as SourceObject_TargetObject_DataSpace
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Save your enrichment.
- If you’re using the CRM connector to ingest your data, click Save and Start Sync.
- In the rare case that you’re using a data stream other than the CRM connector to ingest your data, specify the key qualifier for the data stream and click Save and Start Sync.
Note If you get an error message saying that incorrect permissions are detected, follow Step 3: Configure Integration User Field Permissions for Copy Fields to add the correct permissions.The first sync is a full data sync that takes hours or days, depending on the number of records to copy. If you have existing data in the field you’re copying to, this data is overwritten as part of the sync and can’t be recovered. - Monitor the full sync bulk job or use the Sync History tab to examine sync logs.
