---
schema_version: "1"
id: 00ffdba1d556c03bb4c67e838351ab0d055b088f03bd5043f94c1a0cb133b27a
title: Create a Salesforce CRM Data Stream
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_create_crm_data_stream.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_data_stream.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6abe44885aa134f081b4fa085510f853da77cbb40113a0da526ebe10ef5b5394
description: Create a data stream to begin the flow of data from a Salesforce CRM data source to Data 360 for processing and unification.
products:
  - Data 360
release: "264"
---
# Create a Salesforce CRM Data Stream

Create a data stream to begin the flow of data from a Salesforce CRM data source to Data 360 for processing and unification.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;release=264.0.0&amp;type=5" title="Data 360 is available in several supported Salesforce editions. Some Data 360 features also require additional licenses.">Data 360 edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d170847e70">User Permissions Needed</th>
          </tr>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d170847e70 ">To create a data stream</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d170847e70 ">
              <p>Permission set: </p>
              <ul>
                <li><span>Data 360</span> Architect</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

**Considerations**

- If the objects selected for the data stream support change events, Data 360 adds the selections to a Change Data Capture standard channel named DataCloudEntities. Make sure that you don't modify the selections for this standard channel in Metadata API or Tooling API. Updating the channel selections using the API can result in unexpected synchronizations of Salesforce objects that weren't intended by the Data 360 administrator. For more information, see [Change Data Capture](https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_intro.htm).
- The Event object fields: Attendees, Email, and Phone aren’t supported because the value for these fields is retrieved from other objects.
- You can't ingest metadata from CRM when creating a CRM data stream.
- To process the data stream using the streaming process, the object must be included in the list of objects that support change events. See [StandardObjectNameChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_associated_objects_change_event.htm). Additionally, there are several scenarios in which streaming isn’t available and the processing mode changes to batch, as listed in [CRM Connector Streaming](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_connector_streaming.htm&release=264.0.0&type=5 "Batch and stream processing handle data differently. Batch mode checks the data once at scheduled intervals of 10-15 minutes, and then processes and stores it in a Data Lake Object (DLO) that you can access. Streaming mode processes data with minimal latency, and reflects changes as soon as they're made in the org.")
- Data 360 runs a query to verify that your data is accurate before starting the extraction process. If the validation process takes over 2 minutes, it stops automatically. The status updates to Failed, and Data 360 retries the validation.
- When creating a data stream, you can select multiple objects. For each selected object, a separate data stream is created. This feature is supported during deployment and redeployment, allowing you to add new source and formula fields, or to reconfigure data spaces. Multiple object deployment applies to the interface and does not affect other methods of CRM datastream creation, such as through the Connect API.

1. In Data 360, go to the **Data Streams** tab and click **New**.
2. Select the Salesforce CRM data source and click **Next**.
3. To create your data stream, select a Salesforce org.
    
    If you have only one Salesforce org connected to Data 360, it’s selected by default.
4. Select the **View Objects** tab.
5. Select up to 30 Salesforce objects to include in the data stream and click **Next**.
6. Select an object category from the dropdown menu: Profile, Engagement, or Other. Refer to [Category](https://help.salesforce.com/s/articleView?id=data.c360_a_category.htm&release=264.0.0&type=5 "When creating a data stream, select a category or type of data found in that data stream.") to see considerations for each category.
7. You can change the **Data Lake Object Label** and **Data Stream Name**, but accept the default **Data Lake Object API Name**. Data 360 generates this name from the object API name and Connection Alias that you specify when you [Set Up a CRM Salesforce Org Connection](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&release=264.0.0&type=5 "A data source and data action target are automatically created for the org where you set up Data 360. To connect other Salesforce orgs, manually set up a connection.").
    
    If you customize the DLO API name when moving data from a source org to a target org, Data 360 doesn’t preserve the customized name in the deployment. Instead, it creates the DLO in the target org with the system-generated API name. As a result, downstream components, such as data transforms, identity resolutions, and data space filters, can fail to deploy in the target org..
8. Review the objects and fields to include in the data stream and deselect the fields that aren't required.
    
    By default, all fields for an object are selected. To allow the stream to be ingested in a faster streaming mode, exclude batch ingested fields. For periodic batch mode processing, leave them in. To learn more, see [CRM connector streaming considerations](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_connector_streaming.htm&release=264.0.0&type=5 "Batch and stream processing handle data differently. Batch mode checks the data once at scheduled intervals of 10-15 minutes, and then processes and stores it in a Data Lake Object (DLO) that you can access. Streaming mode processes data with minimal latency, and reflects changes as soon as they're made in the org.").
9. (Optional) Click **New Formula Field** and add these fields.
    1. Field Label—the display name for a data stream field.
    2. Field API Name—the programmatic reference for a data stream field.
    3. Formula Return Type—the data type corresponding to the new field. The options are number, text, and date.
    4. Transformation Formula— the calculation can include input from other fields in the same row or across rows.
10. Click **Next**.
11. Select a **Data Space**.
12. To determine which records in the DLO are available on the associated data space, you can click **Set Filter**, then **Add Filter**.
    
    The filter doesn't prevent the ingestion of records from the connected data source or filter out records before they're ingested into Data 360. See [Understanding Data Space Filters on Data Streams](https://help.salesforce.com/s/articleView?id=002721752&type=1&language=en_US).
    
    The refresh schedule is set by default. For more information, see [Data Stream Schedule in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_data_stream_schedule.htm&release=264.0.0&type=5 "Data streams can operate on different refresh schedules. Learn more about how and when these data streams update.").
13. Click **Deploy**.

You've now created a Salesforce CRM data stream. If you disable a field in the future, redeploy the stream to enable the field again. To create more data streams, repeat these steps.

- **[Disable or Re-enable Salesforce CRM Connector Data Stream Fields](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_disable_or_reenable_data_stream_field.htm&release=264.0.0&type=5)**  
    Disable fields in a Salesforce CRM connector data stream to stop new data ingestion, clear existing data for that field, and remove it. If you need a field again later for a standard or custom data lake object (DLO), re-enable it. Give a new field a different name than any disabled field.
- **[Store or Remove Deleted CRM Connector Data Stream Records](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_store_deleted_data_stream_records.htm&release=264.0.0&type=5)**  
    Store soft deleted data stream records that have been in the Salesforce Recycle Bin for up to 15 days. To store deleted data stream records, create a Deleted Record data lake object (DLO). You can use this DLO to view your stored records and use them in Data 360. For example, you can use the Deleted Record DLO to store deleted contacts outside of your Recycle Bin. You can only store deleted records of structured data streams.

#### See Also

- [_Salesforce Help_: Disable or Re-enable a Salesforce CRM Connector Data Stream Field](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_disable_or_reenable_data_stream_field.htm&release=264.0.0&type=5 "Disable fields in a Salesforce CRM connector data stream to stop new data ingestion, clear existing data for that field, and remove it. If you need a field again later for a standard or custom data lake object (DLO), re-enable it. Give a new field a different name than any disabled field.")
- [_Salesforce Help_: CRM Connector Streaming Considerations](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_connector_streaming.htm&release=264.0.0&type=5 "Batch and stream processing handle data differently. Batch mode checks the data once at scheduled intervals of 10-15 minutes, and then processes and stores it in a Data Lake Object (DLO) that you can access. Streaming mode processes data with minimal latency, and reflects changes as soon as they're made in the org.")
- [_Salesforce Help_: Enable Object and Field Permissions to Access Salesforce CRM in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_enable_user_permissions_external_salesforce_org.htm&release=264.0.0&type=5 "When you connect to an org, the Data Cloud Salesforce Connector permission set is created to allow access to Data 360 objects and fields. You can edit the Data Cloud Salesforce Connector permission set to meet your organization’s needs.")
- [_Salesforce Help_: Unsupported Objects and Object Types in CRM Data Streams](https://help.salesforce.com/s/articleView?id=data.c360_a_crm_unsupported_objects_types.htm&release=264.0.0&type=5 "When you create a Salesforce CRM data stream, the CRM connector doesn’t support the ingestion of all objects or object types from the connected CRM orgs. Use only supported objects and object types for your data stream.")
- [_Salesforce Help_: Manage Big Objects](https://help.salesforce.com/s/articleView?id=platform.custom_index.htm&type=5&language=en_US)
- [_Salesforce Help_: Data Stream Schedule in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_data_stream_schedule.htm&release=264.0.0&type=5 "Data streams can operate on different refresh schedules. Learn more about how and when these data streams update.")
- [_Salesforce Help_: Set Up a Salesforce Connection in Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&release=264.0.0&type=5 "A data source and data action target are automatically created for the org where you set up Data 360. To connect other Salesforce orgs, manually set up a connection.")