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Create Data Transforms for the Data Lake Objects

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Create Data Transforms for the Data Lake Objects

A streaming data transform reads one record in a source data lake object, reshapes the record data, and writes one or more records to a target data lake object. The source and target objects must be different objects. A streaming data transform runs continuously as a streaming process, picking up new or changed data.

Required Editions

Agentforce Financial Services is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited editions
User Permissions Needed
To set up Data 360 for Agentforce Financial Services standard objects:

Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

AND

Data Cloud for Financial Services Cloud Admin

AND

Data Cloud org: Data Cloud Architect

Use a streaming data transform to clean ingested data. Then, map the improved data to the data model. Transformed data is stored in data lake objects (DLOs) and then mapped to data model objects (DMOs).

  1. In Data 360, click the Data Transforms tab.
  2. Click New.
  3. Select Create from Data Kit and click Next.
  4. Select a Data Transform and click Next.
  5. Enter the Data Transform Label and Data Transform API Name.
  6. Select the Target Data Lake Object.
  7. Enter the description.
  8. Click Next.
  9. In the Expression, replace <table> with the Data Stream Name.
  10. Verify your SQL statement’s syntax by clicking Check Syntax.
    If a streaming data transform contains syntax errors or validation errors, such as incorrect API names for the source DLO and target DLOs, you can’t save it. These errors appear on the left side. Fix them before saving.
  11. Save the transformation. Streaming data transforms are activated immediately when saved.
    You can’t change a streaming data transform after saving it. If you must change a streaming data transform, delete it and create another one.
  12. Complete these steps to create the data transforms in the table.
Data Transform Label Data Transform API Name Description Target DLO Data Stream Name
Account B2B Data Transform Account_B2B_Data_Transform Transform to segregate B2B Accounts from the rest. Account B2B DLO Account_Data_Stream__dll
Account B2C Data Transform Account_B2C_Data_Transform Transform to segregate B2C Accounts from the rest. Account B2C DLO Account_Data_Stream__dll
Contact B2B Data Transform Contact_B2B_Data_Transform Transform to segregate B2B Contacts from the rest. Contact B2B DLO Contact_Data_Stream__dll
 
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