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Deploy and Manage an Integration

Deploy and Manage an Integration

Create a connection to your source system using Connector Library, then deploy the Data Kit to activate the data ingestion. You can deploy streams on one connection at a time.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

User Permissions Needed
To use Connector Library with Financial Services:

Financial Services Cloud Extension

OR

FSC Foundations

OR

FSC Sales

OR

FSC Service

To use Agentforce:

Agent Platform Builder permission set

To run Prompt Templates: Execute Prompt Templates user permission
To use Data 360: Data Cloud org: Data Cloud Architect

Data streams are the connections and associated data ingested into Data 360. Deploying a data stream is the final step in the setup process that activates the ingestion of data from your source system into Data 360. We recommend that you deploy a data kit only on 1 connection at a time.

  1. From Setup, in the Quick Find box, find, and then select Integration Hub.
  2. Click Explore Connections.
  3. Select an integration and click Next.
  4. Enter the connection name and API name.
  5. Enter the client ID and client secret.
  6. Click Test Connection.
  7. Click Save.
    When the connection updates to Active, the connection is complete.
  8. To activate the ingestion of data from the source system into Data 360, deploy streams.
    1. Click Deploy Kit.
    2. Select one or more streams.
    3. Click Next.
    4. Verify the credentials.
    5. Click Save & Deploy, and then Close.
  9. To update the ingestion of data from the source system into Data 360, click Manage Streams.
 
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