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Manually Configure Document Playbook Data Streams

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Manually Configure Document Playbook Data Streams

Create and map the data streams that ingest Document Playbook content and file metadata into Data 360 (Data Cloud). Complete this task after you give the Data Cloud Salesforce Connector the required permissions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Performance editions.
User Permissions Needed
To manually configure Document Playbook data streams:

Data Cloud Architect [Home Org]

OR

Data Cloud One [Companion Org]

AND

Document Playbook Designer, CLM Admin User, and Contracts AI User

Before you begin, configure the Data Cloud Salesforce Connector. See Manually Configure Document Playbook Data Streams and Search Index.

  1. Create data streams to ingest Document Playbook content and file metadata into Data 360 (Data Cloud).
    1. In Data Cloud, go to Data Streams, and click New.
    2. Select Salesforce CRM, and click Next.
    3. Click View Objects.
    4. Select these objects, and then click Next.
      • ContentDocument
      • ContentVersion
      • ContentDocumentLink
      • DocumentPlaybook
      • DocumentPlaybookVersion
    5. For each object, select Other as the object category.
    6. If a field label exceeds 40 characters, you must shorten it. Click the Edit icon next to the field name, update the label, and click Apply.
    7. Click Next, and then click Deploy.
  2. Configure the data streams.
    Repeat these substeps for each data stream you created. Each stream corresponds to a data lake object (DLO) that you map to a data model object (DMO). Use the field mapping tables in the substeps below to pair each DLO field with its DMO field.
    1. Click a data stream.
      A data stream name has the "_Home" suffix appended to the object name. For example, ContentDocument is ContentDocument_Home.
    2. In the Data Mapping section, click Start.
    3. In the Data Model entities section, click Select Objects.
    4. Search for the corresponding DMO, and click the Add icon to map the objects.
      Data Lake Object (DLO) Data Model Object (DMO)
      ContentDocument Content Document
      ContentVersion Content Document Version
      ContentDocumentLink Content Document Relationship
      DocumentPlaybook Document Playbook
      DocumentPlaybookVersion Document Playbook Version
    5. Click Done.
      The source DLO fields appear on the left, and the target DMO fields appear on the right.
    6. Map each DLO field to its corresponding DMO for Content Document.
      Data Lake Object (DLO) Data Model Object (DMO)
      Latest Published Version ID Latest Published Version
      Publish Status Content Document Publish Status
      Size Content Size
      Content Modified Date Content Modified DateTime
    7. Map each DocumentPlaybook DLO field to the Document Playbook DMO fields.
      Data Lake Object (DLO) Field Data Model Object (DMO) Field
      CreatedById CreatedById
      CreatedDate CreatedDateTime
      Description Description
      Id Id
      LastModifiedById LastModifiedById
      LastModifiedDate LastModifiedDateTime
      Name DocumentPlaybookName
      Status Status
      Note
      Note The DLO type for ContentVersion is Directory Table. For ContentVersion (DLO) to Content Document Version (DMO), mapping happens automatically on the user's behalf.
    8. Click Save & Close.
    9. Map DocumentPlaybookVersion DLO to the Document Playbook Version DMO.
      Data Lake Object (DLO) Field Data Model Object (DMO) Field
      CreatedById CreatedById
      CreatedDate CreatedDateTime
      Description Description
      DocumentPlaybookId DocumentPlaybookId
      Id Id
      LastModifiedById LastModifiedById
      LastModifiedDate LastModifiedDateTime
      Name DocumentPlaybookVersionName
      Status Status
      VersionNumber VersionNumber
    10. Map each ContentDocumentLink DLO field to the Content Document Relationship DMO.
      Data Lake Object (DLO) Field Data Model Object (DMO) Field Notes
      ContentDocument : Content Document Id Content Document Relationship Id Primary Key
      LinkedEntity Related Item  
      SystemModStamp Last Modified Date  

Next, create the hybrid search index that risk analysis uses. See Manually Create a Document Playbook Search Index.

 
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