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Create a Salesforce CRM Starter Bundle

Create a data stream using a starter bundle to begin the flow of data from a Salesforce CRM source into Data 360.

Required Editions

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

Permission set:

  • Data Cloud Architect
Note
Note The data source objects: Phone, URL, Email, and Percent are not supported when creating a data stream using a starter bundle.

You can configure only one starter bundle at a time. If you don’t see the starter bundle you’re looking for, make sure that your Salesforce admin has provided permissions for the Salesforce objects.

  1. Go to the Data Streams tab and click New.
  2. Select the Salesforce CRM data source and click Next.
  3. Select the Salesforce org where your data resides.
    If you have only one org connected to Data 360, it’s selected by default.
  4. On the Data Bundles tab, choose a starter bundle.
  5. Review the list of Salesforce objects and their fields to be ingested.
  6. Deselect any fields not needed in your data stream.
  7. Click Next.
  8. Review the list of objects and their fields, and click Next.
  9. Review the list of data streams and click Deploy.
  10. Click one of the data streams to review the field list.
  11. To see how data lake objects (DLOs) are mapped to data model objects (DMOs), click Review Mappings.

You’re ready to start using your bundle data.