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Ingest Asset and Activity Data from Account Engagement into Data 360

To ingest engagement activity and marketing asset data from Account Engagement into Data 360, create data streams from the Salesforce CRM and Marketing - Account Engagement CRM data bundles.

Required Editions

Available in: Enterprise, Performance, and Unlimited Editions with Account Engagement
User Permissions Needed
To connect data to Data 360: Data Cloud Architect permission set

Before you start, connect Account Engagement to Data 360 and review considerations for ingesting engagement data to Data 360.

Note
Note The Marketing - Account Engagement CRM data bundle installs the field mappings and data streams for the Marketing Form, Marketing Link, Landing Page, and List Email objects. Install the bundle one time for all four objects.

Install the Account Engagement CRM Data Bundle

  1. From Setup, in the Quick Find box, enter Data Cloud, and select Salesforce CRM under Marketing.
  2. From the dropdown next to Marketing - Account Engagement CRM data bundle, select Install or Update.
  3. After the bundle is installed, deploy the data streams.
    1. Go to the Data Streams tab.
    2. Click New, and select the Salesforce CRM connected source.
    3. Click Next.
    4. Select the Marketing - Account Engagement CRM data bundle, and click Next.
    5. Deploy the data streams to the default data space.

Deploy the Account Engagement CRM Asset Data Streams

  1. In Data 360, create a data stream.
  2. Click New, and select the Salesforce CRM connected source.
  3. Click Next.
  4. Select the Marketing - Account Engagement CRM data bundle, and click Next.
  5. Deploy the data streams to the default data space.

Deploy the Account Engagement Activity Data Streams

  1. In Data 360, create a data stream.
  2. Click New, and select the Account Engagement connected source.
  3. Select a business unit.
  4. Select the type of engagement data to ingest, and then click Deploy.
  5. Repeat Steps 1-4 for each engagement activity type.
  6. After all Account Engagement engagement data streams are deployed, open the Account Engagement Data Cloud connector and click Resume Sync.