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

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

These include the User, Lead, Opportunity, and Opportunity Stage 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 Lead, User, Opportunity, and Opportunity Stage. Click Next.
  6. Select each object in the list and deselect all fields. Then select these specific fields for each object.
    • User
      • FullName
      • Username
      • Id
    • Lead
      • Company
      • Email
      • Converted Date
      • Converted To Opportunity
      • Created Date
      • Id
      • Lead Source
    • Opportunity
      • Id
      • Opportunity Stage Id
      • Total Amount
    • Opportunity Stage
      • Id
      • Api Name
      • Master Label
      • Sort Order
  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.