How To Import CRM Data to Data Cloud Using Data Stream?

Importing data from a CRM org to a Data Cloud Home Org using Data Streams is a vital process for maintaining a unified and efficient data ecosystem. This blog will explore the steps involved in seamlessly transferring various objects, including Contact, Contact Identifier, Case, Parking Space, and Parking Reservation, within the same organization. 

By understanding this process, you’ll be equipped to ensure smooth data integration and management across your systems.

Step 1: Confirming the Connection

Before we begin importing data, ensure that you’re logged into the correct org and have accessed the Data Cloud application. First, let’s verify the connection between the Data Cloud Home Org and Data Org:

1. Go to the Data Cloud setup by clicking the gear icon.
2. Select “Salesforce CRM” on the left menu.
3. Confirm that the connection is established and that version 1.2 of the Service Cloud is installed.

Step 2: Importing Standard and Custom Objects

We’ll start by importing data from standard objects like Contact and Case, as well as custom objects such as Contact Identifier, Parking Space, and Parking Reservation.

1. Navigate to “Data Streams” and click “New.”
2. Choose “Salesforce CRM” as the source.
3. Select the Service Cloud bundle, which includes Account, Case, and Contact objects. We’ll use Case and Contact.
4. The mapping between Data Layer Object (DLO) and Data Model Object (DMO) is pre-configured in the Service Cloud bundle. Click “Next.”

Importing Contact Data

1. Select “Contact” from the list.
2. Ensure all necessary contact information fields are selected.
3. Validate that the API name, label, and header labels are correct.
4. Click “Next.”

Importing Case Data

1. Select “Case” from the list.
2. Ensure the custom field “CSAT Score” is selected.
3. Verify all required fields and click “Next.”

Setting Stream Categories

1. The Account object defaults to the Profile category.
2. The Case object defaults to the Engagement category.
3. The Contact object defaults to the Profile category.
4. Ensure the correct categories are selected as they define subsequent settings. Click “Deploy.”

Step 3: Creating Data Streams for Custom Objects

Now, let’s create data streams for the custom objects: Contact Identifier, Parking Space, and Parking Reservation.

Contact Identifier

1. Click “New” in Data Streams.
2. Select “Salesforce CRM” and click “Next.”
3. Select all objects and search for “Contact Identifier.”
4. Choose Contact Identifier and click “Next.”
5. Set the category to “Profile.”
6. Create a new formula field called “Identification Type” with a return type of text and value “Identifier.”
7. Save the formula field and click “Next.”
8. Set the Data Stream name as “contact_identifier_c_orgID.”
9. Click “Deploy.”

Parking Space

1. Click “New” in Data Streams.
2. Select “Salesforce CRM” and click “Next.”
3. Select all objects and search for “Parking Space.”
4. Choose Parking Space and click “Next.”
5. Set the category to “Other.”
6. Ensure all fields are selected and data types are correct, especially the date timestamp fields.
7. Click “Next” and then “Deploy.”

Parking Reservation

1. Click “New” in Data Streams.
2. Select “Salesforce CRM” and click “Next.”
3. Select all objects and search for “Parking Reservation.”
4. Choose Parking Reservation and click “Next.”
5. Set the category to “Engagement.”
6. Select the correct event time field, such as the “Created Date.”
7. Ensure all fields are selected and data types are correct.
8. Click “Next” and then “Deploy.”

Explore our Salesforce Data Cloud series on YouTube for expert guidance and tips on leveraging Salesforce Data Cloud effectively.

Conclusion

You have successfully created data streams for five objects: Contact, Case, Contact Identifier, Parking Space, and Parking Reservation. These steps ensure seamless data import from your CRM org to the Data Cloud Home Org using Data Streams. Next, Explore – How To Import Customer Data and Order Data to Salesforce Data Cloud From AWS S3?

For those looking to deepen their Data Cloud expertise with structured training, consider enrolling in Data Cloud Consultant Certification course. 

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