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Data Processing Engine
Customize Data Processing Engine Template Definitions

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Customize Data Processing Engine Template Definitions

Customize an out-of-the-box Data Processing Engine (DPE) template definition to add data sources or nodes, adjust transformation logic, or support business calculations not included in the template.

Required Editions

View supported editions.
User Permissions Needed
To customize a template definition: View permissions information.

Review the DPE template to understand how nodes are connected and referenced by downstream nodes.

Cloning a template lets you safely modify logic in a new version without affecting the original. Because cloning copies all nodes, you can use the template as a baseline to save time and maintain consistency.

Keep these best practices in mind when modifying a template:

  • Make sure that you have the required setup, permissions, and object access for all objects used in the definition. See Data Processing Engine Setup.
  • If you add new calculated outputs, make sure that the target fields exist and map them correctly. For example, if a new forecast metric is required, create a custom field, then add that field as a forecast measure in the forecast logic in the cloned definition.
  1. From Setup, find and select Data Processing Engine.
  2. Search and open the out-of-the-box template that you want to customize.
    Templates are read-only. In the definition list, look for definitions marked as templates.
  3. Click Save As.
  4. Provide a name and description for the new definition.
  5. Verify the API name and process type and modify them if needed.
  6. Modify the new definition to meet business needs.
    Use the builder or JSON file to add, remove, or reconfigure nodes. Keep the design considerations in mind as you work.
  7. Activate the definition.
Analyze Product Cost and Profit Margins
Analyze Product Cost and Profit Margins

A company wants to see product costs and profit margins in account forecasts. Standard templates focus on quantity and revenue. To give demand planners visibility into margins:

  • Add custom measure fields to capture cost and margin.
  • Update the cloned definition to compute these values from data sources.
  • Write back results for forecasting and planning.

This customization helps planners make informed pricing and discounting decisions for future periods.

See Also

 
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