Salesforce Docs Portal

Create a Streaming Insight Using SQL

Write SQL expressions to compute streaming metrics across dimensions from your near real-time data sources. A streaming insight analyzes data at specific points in time. Streaming insights help build time series aggregations in near real time to orchestrate and optimize your data within Data 360.

Required Editions

Available in: All Editions supported by Data 360. See Data 360 edition availability.
User Permission Sets Needed
To create streaming insights:

Permission set:

  • Data Cloud Architect

Setting up streaming insights requires several prerequisites and steps. To ensure the best results, follow this action flow.

streaming insights data flow
  • Data sources—Map sources to different objects from Web & Mobile SDK, ingestion API, and Marketing Cloud Personalization data streams.
  • Identity resolution and data mapping—Ingest your data into Data 360, and create unified individuals with identity resolution.
  • Insights—Streaming Insights are similar to calculated insights but have specialized functions to manage streaming data.
  • Match rules—Enrich with unified individual data from customers.
  • Enrichment—Enhance data actions with profile-related attributes.
  • Data actions—Apply data actions on a streaming insight and evaluate if the action is necessary.
  • DMO—Streaming insights can only use the engagement DMO as primary DMO. Profile and Other DMO can be used as a right table join.
  • Window function—Streaming insights require a window function aggregate. Define the window frame in the SELECT statement using window.start and window.end.
  1. In Data Cloud, go to the Calculated Insights tab, and click New.
  2. From the Data Space dropdown, select a data space.
    You can use only the data spaces that you have access to.
  3. Click Streaming Insights.
  4. Click Use SQL Authoring and click Next.
  5. Enter the streaming insight name, and click Next.
    The Streaming Insight API Name field is auto-filled.
  6. Enter a SQL query expression up to 131,021 characters.
  7. When your insight includes currency measures, you must use the TRY_CONVERT_CURRENCY function.
  8. To check whether your SQL expression is valid, click Check Syntax.
    If it isn’t valid, you can’t continue.
  9. Click Save and Run.

The streaming insight is displayed on the record home page. The last run status of a streaming insight is always Processing.

See Also