Create a data stream to connect your Salesforce org to Data Cloud. These data streams ingest your rebate program rules, active members, and benefit parameters directly into the engine staging areas.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To use Data Cloud for Channel Revenue Management |
Salesforce org: Customize Application AND Use Rebate and Accrual Management Advanced (or Use Manufacturing Rebates depending on license) AND Data Cloud org: Data Cloud Admin |
- In Data Cloud, go to the Data Streams tab.
- Click New.
- Select Salesforce CRM, and then click Next.
- Select the specific Salesforce CRM org where your active rebate program definitions reside.
- In the Custom Data Bundles list, select ChannelRevenueMgmtBundle.
- Click Next.
- Select your target data space.
- Review the field schemas. By default, all system field mappings required for calculation metadata flow automatically.
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Click Deploy.
The Data Streams tab tracks the initialization. Your platform is ready when the status reads Active.