Install Recommended Record Selectable Actions and Recommended Service Processes data
kits to configure data streams. Think of these kits as pre-built recipes for moving data. The
data streams take information about available actions and service processes from your existing
Salesforce records. They then automatically map this information into a standardized, organized
format, making it ready for use.
Required Editions
Available in: Lightning Experience
Available in: Starter, Professional, Enterprise, and
Unlimited Editions with the required add-ons
The data streams get actions and service processes from the Record Action Selectable Item
Extract Salesforce object and the Service Process Product Category Product Extract Salesforce
object, respectively, and map the objects to the Record Action Selectable Item Extract data
model object (DMO) and the Service Proc Prodt Catg Prodt Extract DMO, respectively.
Provide Access to Salesforce Objects To get actions and service processes, data streams need access to the Record Action Selectable Item Extract and Service Process Product Category Product Extract Salesforce objects, respectively.
Deploy the Recommended Service Processes Data Kit To get service processes from the Service Process Product Category Product Extract Salesforce object, deploy the Recommended Service Processes data kit.
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