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Create Data Streams
The Service data kit includes the Service data bundle and provides the necessary data streams and data mappings for Proactive Asset Service.
The Data Cloud Salesforce Connector permission requires Read and View access to the objects and fields in the Field Service Related and Field Service Core bundle to create the data streams successfully.
For each bundle object, go to Setup > Permission Set > Data Cloud Salesforce Connector > Object Settings. Select each entity listed in the Field Service bundles and enable Read and View All permissions for the object and Read Access for each field.
A bundle is displayed to create a data stream if at least the hero entity has the Read and View permission. The hero entities for the Field Service Core and the Field Service Related bundles are Asset and Product, respectively.
To set up Service data in Data Cloud:
- From the App Launcher, find and open Data Cloud.
- In Data Cloud, go to the Data Streams tab and click New.
- Select the Salesforce connected data source and click Next.
- Select your connected Salesforce org.
If you have only one Salesforce org connected to Data Cloud, it’s selected by default.
- Select Data Bundles, then select the Service data bundle, and click Next.
- Select the default data space and click Next.
The installed objects and fields are displayed. Don’t remove the data objects, fields, or mappings because Proactive Asset Service relies on the standard installation to populate the dashboards correctly.
To deploy the Field Service Related or the Field Service Core bundles, check the Asset TotalUsage* and Product ExpectedLife* fields previously populated. If the data stream was created without the custom fields, click the data stream, click Add Source Fields, check the fields, and save and close.
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Click Deploy.
The Data Streams tab displays the progress. When the data streams show an Active status, you’re ready to continue. Repeat steps 1 through 7 for the Field Service Related and Field Service Core data bundles.
