To get service processes from the Service Process Product Category Product Extract Salesforce object, deploy the Recommended Service Processes data kit.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter, Professional, Enterprise, and Unlimited Editions with the required add-ons |
| User Permissions Needed | |
|---|---|
| To install the data kit: |
Data Cloud org and Companion Org: Data Cloud Admin Service Process Product Category Product Extracts (Read) Service Excellence Platform User |
To update the Service Process Product Category Product Extracts object, see Enable Object and Field Permissions for CRM Connectors. To enable the Service Excellence Platform User permission, open the System Permission in the System section.
Log in to the Salesforce org where you want to deploy the Recommended Service Processes data kit.
- In your target org, under Developer Tools, click Data Kits.
- Find and select the Recommended Service Processes data kit, and click Data Kit Deploy.
- To deploy the data kit components, select a data space, and add the connection org details of the data bundle.
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Click Deploy.
The deployments follow the order defined in the publisher org. When you package and deploy DMOs in a data kit, their relationships and tags are automatically included if they are defined during the packaging process.
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To check the deployment status, click Deployment History.
If a component fails during deployment, the process stops, and any subsequent components in the sequence aren’t deployed.
After you deploy the data kit, your data stream is created, and the data stream is mapped to data model. To verify that the data kit is installed, in the Data Cloud app, navigate to the Data Streams component, select the data stream to open its detail page, and view the data mapping.