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Data Processing Engine
Use Salesforce Object and Data 360 Objects as Data Sources

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Use Salesforce Object and Data 360 Objects as Data Sources

In the Data 360 runtime, you can use Salesforce objects and Data 360 objects such as data lake objects (DLOs), data model objects (DMOs), or calculated insights objects (CIOs) as data sources.

Required Editions

User Permissions Needed
To configure a datasource node: View permissions information.

On home orgs, you can use select a data source that resides on the home org or on connected companion orgs. Whereas in companion orgs, you select data sources that reside in the companion org.

  1. In the Configuration section, select the type of object to use as data source.

    The data source options that are available depend on the definition's runtime execution object type:

    Runtime Execution Object Type Supported Data Source Object Types
    Data Lake Objects
    Data Model Objects
    Calculated Insights Calculated insight objects (CIOs)
    Important
    Important The Salesforce CRM Connector that sends data from the Platform to Data 360 doesn't support a set of standard objects and these unsupported objects can't be used as data source. See the list of unsupported objects in Object Support for CRM Data Streams.
  2. In the Source Object field, select an object, and then click Select Fields to add fields to be used from the source object.
    The aliases of the selected fields are automatically filled. The field is then referred to by its alias in the nodes that reference the field.
  3. If you selected Salesforce object as the data source, click Add Related Object to select a related object and then click Select Fields to add its fields as data sources.
    The objects listed as related objects have a lookup relationship with the data source object. For related object fields, always specify an alias.
    Tip
    Tip An alternative to adding related objects from a data source in a single Data Source node is to create separate Data Source nodes for each related object. After you've created nodes for all the objects, use Join nodes to join their records using lookup ID fields.
    If you added one or more fields to the Salesforce object, then make sure to enable object and field permissions for Salesforce CRM in Data 360.
  4. Save your node configuration.

See Also

 
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