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Edit Data Lake Objects to Configure Agentforce Financial Services Data Kit

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Edit Data Lake Objects to Configure Agentforce Financial Services Data Kit

Edit data lake objects (DLOs) that store transformed data and then map them to data model objects (DMOs). A data lake object is a container for the data brought into 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 Lake Objects tab.
  2. Click New, click Choose From Data Kits, and click Next.
  3. Select a data space.
  4. In the Name column, select a data lake object and click Next.
  5. In the Data Lake Object Name and API Name fields, remove the word copy. The name and API name must match the table.
  6. In Category, select Profile.
  7. Click Save.
  8. Repeat these steps for the remaining data lake objects.
Data Lake Object Name Data Lake Object API Name Category
Account B2B DLO Account_B2B_DLO Other
Account B2C DLO Account_B2C_DLO Other
Contact B2B DLO Contact_B2B_DLO Other
 
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