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Deploy Agentforce Financial Services Data Streams (Managed Package)

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Deploy Agentforce Financial Services Data Streams (Managed Package)

Create a data stream to connect your Salesforce org to Data 360.

Required Editions

Agentforce Financial Services is available in Lightning Experience.

Available in: Professional, Enterprise, and Unlimited editions
User Permissions Needed
To use Data 360 for Agentforce Financial Services:

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

AND

Data Cloud org: Data Cloud Architect

Managed Package Icon This is a Agentforce Financial Services managed package feature.

  1. In Data 360, click the Data Streams tab.
  2. Click New.
  3. Select Salesforce CRM, then click Next.
  4. In Salesforce Org, select Salesforce.com.
  5. In the Custom Data Bundles, select Financial_Services_Cloud_Data_Bundle_Part1.
  6. Click Next.
  7. Select a data space.
    By default, all fields from a data kit are deployed. A data kit requires fields with mappings, formula fields, and their source fields to be deployed. To deploy the data kit successfully, add fields to your org.
    Financial Account and Financial Account Role have the same name on the next screen. Note the sequence that the two Data Lake Objects display in this list.
  8. Click Next.
  9. In the Name column, update the name of each data stream to the Stream Name in the table.
  10. Click Deploy.
  11. Complete the steps to Financial_Services_Cloud_Data_Bundle_Part2.
Stream Name Stream Source Object Name Category
Account Data Stream Account Profile
Alert Data Stream Alert Profile
Assets and Liabilities Data Stream AssetsAndLiabilities Profile
Card Data Stream Card Profile
Contact Data Stream Contact Profile
Financial Account Data Stream FinancialAccount Profile
Financial Account Role Data Stream FinancialAccountRole Profile
Financial Account Transaction Data Stream FinancialAccountTransaction Profile
Financial Goal Data Stream FinancialGoal Profile
Financial Goal Party Data Stream FinancialGoalParty Profile
Financial Holding Data Stream FinancialHolding Profile
Financial Plan Data Stream FinancialPlan Profile
Lead Data Stream Lead Profile
Insurance Policy Data Stream InsurancePolicy Profile
Party Expense Data Stream PartyIncome Profile
Party Income Data Stream PartyExpense Profile
Person Life Event Data Stream PersonLifeEvent Profile
Producer Data Stream Producer Profile
Securities Data Stream Securities Profile
Topic Data Stream Topic Profile

See Also

 
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