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Create a Real-Time Data Action in Data 360

Create a real-time data action to send an alert or an event and get responses in real time. Use ‌a real-time data action to focus on real-time events and insights at different levels, such as the channel, product, account, service, or individual level.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To create a real-time data action:

One of these permission sets:

  • Data Cloud Architect
  • Data Cloud Activation Manager
To view, save, and activate an automation event-triggered flow with a custom real-time data graph event as the trigger:

Data Cloud Architect

OR

All of these permissions:

  • Manage Flow
  • View Setup
  • View All Data
  • Data Cloud User
  • Create, read, update, delete, and View All on Data Action Targets, Data Action Target Definitions, Data Actions, Data Action Definitions, Data Action Target Relations
  • Read on Data Model Object, Data Model Field, and Calculated Insights Object
  1. In Data 360, on the Data Actions tab, click New.
  2. Choose Real-Time Data Action, and click Next. You're redirected to the Flows page.
  3. Create an automation event-triggered flow with the event Custom Real-Time Data Graph Event. See Create an Automation Event-Triggered Flow.
    Automation Event-Triggered Flow is available only with Salesforce Foundations enabled. Contact your account executive for more information.