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Add Data Source Nodes to Your Definition

Use the Data Source node to define the origin of the data that the definition must transform and process. Data sources can include objects, files, CRM Analytics datasets and the supported data source types differ based on the definition's runtime platform. Before you add transformation nodes in a definition, add the data sources. Every definition must have at least one data source node.

Required Editions

View supported editions.
User Permissions Needed
To create nodes: View permissions information.
  1. In the node canvas, click New Node.
  2. Select Data Source as the node type.
  3. Enter a name for your data source.
    The API name automatically populates from the name. For example, if the data source name is Test Source, the API name autopopulates as Test_Source.
  4. Optionally, enter a description.
  5. Save the node.
    The data source node appears on the node canvas.
Example
Example The sales team wants to analyze sales performance by region and product. The admin creates a definition that uses multiple standard Salesforce objects as data sources. The admin selects the Opportunity object to get sales data, the Account object to get related information like customer region, and the Product object to get details about the items sold.
  • Configure Data Source Nodes in CRM Analytics (CRMA) Runtime
    After you add a data source node to your definition, select the data source and what you want to use from the data source in the definition. In the CRMA runtime, you can use Salesforce objects or Analytics datasets as your data sources.
  • Configure Data Source Nodes in Data 360 Runtime
    After you add a data source node to your definition, select the data source and what you want to use from the data source in the definition. In the Data 360 runtime, use Salesforce objects, Data 360 objects, or CSV files as data sources.

See Also