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Create Data Streams for Custom Data Model Objects for Agentforce Engagement (Beta)

These include the Action Cadence, Action Cadence Tracker, Action Cadence Step, and Action Cadence Step Tracker objects.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Engagement and Data 360 add-ons.
User Permissions Needed
To create data model objects in Data 360: Data Cloud Admin
  1. From the App Launcher, choose Data Cloud.
  2. In the Data Cloud app, click the Data Streams tab.
  3. Click New.
  4. In the Connected Sources section, click Salesforce CRM and then click Next.
  5. In the Salesforce Object list, select Action Cadence, Action Cadence Tracker, Action Cadence Step, and Action Cadence Step Tracker. Click Next.
  6. Select each object in the list and deselect all fields. Then select these specific fields for each object.
    • ActionCadence
      • Id
      • Type
    • ActionCadenceTracker
      • Action Cadence Id
      • Id
      • Completion Reason
      • Created By Id
      • Created Date
      • State
      • Completion Disposition
      • Target Id
    • ActionCadenceStep
      • Id
      • Template Id
    • ActionCadenceStepTracker
      • Action Cadence Id
      • Action Cadence Step
      • Step Title
      • Id
      • Action Cadence Tracker Id
      • Created Date
      • Scheduled Start DateTime
      • State
      • Target Id
  7. Click Next.
  8. On the next screen, choose the default data space. If you have set up your agent in a separate data space, choose that one. The objects you previously selected appear in the Object list.
  9. Click Deploy. Data 360 creates a data stream for each object, which includes the fields you selected.