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Deploy the Recommended Record Selectable Actions Data Kit

Deploy the Recommended Record Selectable Actions Data Kit

To get actions from the Record Action Selectable Item Extract Salesforce object, install deploy the Recommended Record Selectable Actions data kit.

Required Editions

Available in: Lightning Experience
Available in: Starter, Professional, Enterprise, and Unlimited Editions with the required add-ons
User Permissions Needed
To install the data kit:

Data Cloud org and Companion Org:

Data Cloud Admin

Record Action Selectable Item Extracts (Read)

Service Excellence Platform User

To update the Record Action Selectable Item Extracts object, see Enable Object and Field Permissions for CRM Connectors. To enable the Service Excellence Platform User permission, open the System Permission in the System section.

Log in to the Salesforce org where you want to install the Recommended Record Action Selectable Actions data kit.

  1. In your target org, under Developer Tools, click Data Kits.
  2. Find and select the Recommended Record Selectable Actions data kit, and click Data Kit Deploy.
  3. To deploy the data kit components, select a data space, and add the connection org details of the data bundle.
  4. Click Deploy.
    The deployments follow the order defined in the publisher org. When you package and deploy DMOs in a data kit, their relationships and tags are automatically included if they are defined during the packaging process.
  5. To check the deployment status, click Deployment History.
    If a component fails during deployment, the process stops, and any subsequent components in the sequence aren’t deployed.

After you deploy the data kit, your data stream is created, and the data stream is mapped to data model. To verify that the data kit is installed, in the Data Cloud app, navigate to the Data Streams component, select the data stream to open its detail page, and view the data mapping. See Deploy Data Kit Components in Data Cloud.

 
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