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Add and Map a Formula Field

Map Your Field to a Data Model Object

Data Cloud has a lot of cool capabilities (such as identity resolution, segmentation, and creating calculated insights). And to use these, you first need to map your ingested data to data model objects (DMOs). When using Salesforce standard data bundles like we’re doing in this project, some standard data objects are pre-mapped for you. Since you added a new custom formula field (and often businesses have other standard and custom objects in their data sources), these fields need to be manually mapped to the Customer 360 Data Model. Map those unmapped fields!

  1. Click the Data Streams tab and then select your newly created data stream, Lead.
  2. From the Data Mapping section, click Review.

On one side of the screen are the (1) Data Lake Objects (DLOs) and the object you selected, in this case, Lead. On the other side, are the searchable (2) DMOs (called Data Model entities in-app). 

DLO mapping screen for the Lead data stream

We need to create a new DMO field and then map it to our new formula field.

  1. Under Data Model entities, scroll to the Leads section and under Unmapped, click Add New Field. (You may need to scroll down to the Lead section to find the unmapped category!)

Add New Field link.

  1. Name the Field, Is US Based and select Text as the Data Type.
  2. Click Save.
  3. Now under the Data Lake Object, Lead, search for the unmapped field Is US Based.

Lead search field highlighted.

  1. Then under Data Model entities, scroll to the Leads section and under Unmapped select Is US Based.
  2. After a line is drawn to connect the two fields, click Save. 

Now find other fields the Lead DLO that haven’t been mapped yet.

  1. Under Data Lake Objects, search for the field Industry.
  2. Under Data Model entities, search for Industry.
  3. Map the two together by clicking on the DLO, then on the DMO.
  4. After a line is drawn to connect the two fields, click Save.
  5. Now locate Phone under Data Lake Objects and under entities.
  6. Map Phone to Formatted E164 Phone Number.
  7. After a line is drawn to connect the two fields, click Save & Close.

Prep for Identity Resolution

To unify profiles with Identity Resolution, some fields are required to be mapped. Map those fields.

  1. ​From Data Streams, select the Contact data stream.
  2. Under Data Mapping, click Review.
  3. Map Business Phone to Formatted E164 Phone Number under the Contact Point Phone entity.
  4. Click Save & Close.

Follow these steps for the Account data stream.

  1. From Data Streams go to the Account data stream.
  2. Map Account ID to Party under the Contact Point Address entity.
  3. Map Account ID to Party under the Contact Point Phone entity.
  4. Map Account Phone to Formatted E164 Phone Number under the Contact Point Phone entity.
  5. Once done, click Save & Close.

Verify Your Work

Verify your work by clicking on the button in the challenge section below. This will check to see that you’ve created a custom DMO field, mapped it to your new formula field, and mapped the Industry field to the correct DMO. 

What’s Next?

Whether you want to unify data, create insights, expand AI models, visualize all your data, or just act on that data anywhere you dream up—creating a data stream is step one. And with this project complete, your journey with Data Cloud can truly begin. So what’s next in your journey? 

  • View Your Data. With Data Explorer, you can view data lake objects (DLOs), data models objects (DMOs), or calculated insight objects (CIOs).
  • Take more hands-on projects. Continue practicing Data Cloud skills in the next project Quick Start: Create an Identity Resolution Ruleset.
  • Learn More. Visit the Help page, Data Cloud Resources, to find Data Cloud videos, Trailhead modules, blogs, and more.
  • Explore Data Cloud. Use the Developer org to explore the Data Cloud interface and product functionality.

Provide Feedback

We’d appreciate feedback on your experience with this project (including the content, org, and more) by filling out this linked survey. Your feedback will help us create future content for Data Cloud.

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