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            Install the CMS Base Data Kit to Ingest CMS Content into Data 360 (Beta)

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            Install the CMS Base Data Kit to Ingest CMS Content into Data 360 (Beta)

            To support experiences that are driven by content metadata, install the new CMS Base (Beta) data kit. When you use this data kit, Data 360 can ingest content metadata from Salesforce CMS, which enables features such as semantic search for content.

            Required Editions

            Available in: Lightning Experience
            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permissions Needed
            To deploy a data kit: Data Cloud Architect permission set
            Note
            Note The CMS Base data kit is a beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

            The Non-GA Services are used in conjunction with GA Services which consume paid credits or entitlements ("entitlements"). Any corresponding consumption of entitlements arising from Customer's use of the Non-GA Services shall not give rise to any refund or credit rights.

            Before you ingest content into Data 360, make sure that Data 360 is set up for your org. See Get Started Using Data 360 and Set Up and Maintain.

            For the beta release, keep these considerations in mind.

            • Currently, only content metadata, such as the title, description, or image alt text, get ingested into Data 360.
            • You can’t deploy the CMS Base (Beta) data kit in a companion org.

            Enable the Beta Functionality and Assign User Permissions

            1. From Setup, in the Quick Find box, enter CMS and select Salesforce CMS.
            2. Turn on Ingest CMS Content into Data 360 (Beta).
            3. Next, in the Quick Find box, enter Permission Sets and select Permission Sets.
            4. Find the Data Cloud Salesforce Connector permission set and open it for editing.
              For more information about the Data Cloud Salesforce Connector permission set, see Data 360 Standard Permission Sets.
            5. Open System Permissions and select Enable Salesforce CMS Integration.
            6. Go back to the Data Cloud Salesforce Connector permission set and open App Permissions.
            7. Select View Content Taxonomy, and save your changes.
            Note
            Note To ingest content metadata into Data 360 from third-party CMS or a digital asset management (DAM) system, use a Data 360 connector.

            Deploy the CMS Base (Beta) Data Kit

            When you deploy the CMS Base (Beta) data kit, Data 360 immediately starts to ingest your CMS content.

            Note
            Note If you’re working in an org with Marketing Cloud Next and the Marketing Setup Objects data kit, you can get duplicate data when you deploy the CMS Base (Beta) data kit. Both data kits ingest some of the same data model objects and use the same data streams.
            1. Go to Data Cloud Setup. In the Quick Find box, enter Data Kits and select Data Kits.
            2. Find and open the CMS Base (Beta) data kit.
            3. On the data kit page, click Data Kit Deploy.
            4. Select a data space. If you’re planning to create a search index, select the default data space.
            5. Enter your org ID for both the sfm_CmsContentBundle and the sfm_ContentTaxonomyBundle.
            6. Click Deploy.

            After you deploy the data kit, when a user creates, updates, deletes, or publishes content in Salesforce CMS, these updates sync with Data 360 based on the data transform schedule. When a user updates a content taxonomy or a content item’s tags, those updates also sync with Data 360.

            If you deploy this data kit in multiple data spaces and then uninstall this data kit from one data space, data transforms are removed from all data spaces.

            Schedule Data Transforms

            1. From the App Launcher, open Data Cloud and go to Data Transforms.
            2. Open the All Data Transforms list view.
            3. Schedule these transforms to run at your preferred frequency.
              • sfm_ManagedContentRelationshipTransform
              • sfm_ManagedContentVariantDeliveryTransform
              • sfm_ManagedContentDeliveryTransform
              • sfm_ManagedContentVariantTransform
              • sfm_ManagedContentTransform
              1. Open each transformation and click Schedule.
              2. Configure the transform schedule and save your changes.
            Note
            Note To keep records and search indexes up to date, schedule the transforms to run more frequently. We recommend that you run them hourly. If you prefer not to schedule transforms, run them manually.

            The cost for data transforms depends on the number of records processed during each transform. For more information about costs, see Billing Considerations for Data Transforms.

            Configure Business Unit Filters for DLOs (Marketing Cloud Next)

            If you’re working in an org with Marketing Cloud Next, add filters for data lake objects (DLOs) in each of your org’s business units.

            Required Editions

            User Permissions Needed
            To create DLO filters:

            Marketing Cloud Admin

            AND

            Data Cloud Architect permission set
            1. From Setup, in the Quick Find box, enter Business Units and select Business Units.
            2. Select a business unit.
            3. In the Business Unit Data Alignment section, click Add DLO Filters.
            4. Open the By Data Space ID tab.
            5. Click Add Filters.

            For more information, see Configure Business Unit Filters for DLOs.

            See Also

             
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