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Deploy Agentforce Financial Services Data Streams for Standard Objects

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Deploy Agentforce Financial Services Data Streams for Standard Objects

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 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
  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_Objects_Data_Bundle and Salesforce_Objects_Related_FSC_Data_Bundle.
  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.
  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.
Stream Name Stream Source Object Name Category
Account Data Stream Account Other
Banker Data Stream Banker Other
Branch Unit Data Stream BranchUnit Other
Branch Unit Related Record Data Stream BranchUnitRelatedRecord Other
Card Data Stream Card Other
Case Data Stream Case Other
Contact Data Stream Contact Other
Coverage Type Data Stream CoverageType Other
Financial Account Address Data Stream FinancialAccountAddress Other
Financial Account Balance Data Stream FinancialAccountBalance Other
Financial Account Data Stream FinancialAccount Other
Financial Account Party Data Stream FinancialAccountParty Other
Financial Goal Data Stream FinancialGoal Other
Financial Goal Party Data Stream FinancialGoalParty Other
Financial Plan Data Stream FinancialPlan Other
Financial Portfolio Data Stream FinAssetPortofiloTgtAlloc Other
Insurance Policy Data Stream InsurancePolicy Other
Party Expense Data Stream PartyIncome Other
Party Financial Asset Data Stream PartyFinancialAsset Other
Party Financial Liability Data Stream PartyFinancialLiability Other
Party Income Data Stream PartyExpense Other
Person Life Event Data Stream PersonLifeEvent Other
Producer Data Stream Producer Other
Record Alert Data Stream RecordAlert Other
Topic Data Stream Topic Other
 
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