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* Data 360 *

Welcome! This group is dedicated to your success with Salesforce Data 360. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

I am using the Salesforce content data kit to ingest ContentDocument, ContentDocumentLink, and ContentDocumentVersion data for a Data 360 Search Index. 

 

Salesforce Engineering confirmed that an initial or full index build processes all ContentDocumentVersion records included through the configured DMO relationship, not just each document’s latest published version. This means historical versions that remain in the DMO can be processed again during a new index build or rebuild, increasing Unstructured Data Processing credit consumption. 

 

I have not found a supported declarative way to limit the ContentDocumentVersion DMO or Search Index to records matching the document’s LatestPublishedVersionId. Salesforce Support is investigating whether a Data Space Filter could help, but with the way I understand Data Space Filter that doesn't seem like a viable option (crossing my fingers).  

 

Has anyone implemented a supported solution that ensures only the latest published ContentVersion for each ContentDocument is available to a Search Index? For example, have you successfully used a Data Space Filter, Data Transform, custom DMO, or a different data-stream design without breaking the standard file relationships required for indexing AND only indexes the latest ContentVersion data?

2 Antworten
  1. 20. Okt., 20:05

    Hey @Santosh Narayan,

    To clarify, I’m not looking to routinely rebuild the index. My concern applies to the initial build, because historical ContentVersion records may have accumulated in the DMO before the index is created. 

     

    For example, a 100 MB file could be ingested on day one and replaced on day three. When I create the index on day five, I only want the latest published version processed. However, Salesforce Engineering confirmed that my initial build also processed non-latest versions available through the configured DMO relationship, consuming credits unnecessarily. 

     

    I am ultimately trying to figure out how to exclude obsolete file versions from processing and credit consumption during the first build, and any future full rebuild.

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We're in the process of connecting Salesforce Data Cloud to our WordPress marketing site to track web engagement — page activity, CTA clicks, and form fills. We want to capture behavioral data and properly identify visitors when they submit a form, so we can stitch browsing activity to an identified record. (All tied to our Marketing Cloud Next/Advanced platform analytics)    We're evaluating two paths and would love input from anyone who has been through this decision, particularly in a B2B context.     

 

Path 1 — GA4 Connector

Path 2 — Manual Web SDK with Sitemap     

 

Questions   

1. For a B2B site focused purely on page engagement and form fills, does the GA4 connector capture an equivalent level of behavioral data compared to a manually configured sitemap? Or are there meaningful gaps?     

 

2. Identity resolution is our biggest concern with the GA4 path. When a visitor submits a form, will the GA4 connector properly stitch that known identity (email) back to their anonymous browsing history?    

 

3. Are there any known data quality issues with the GA4 path — such as bot traffic inflating profiles?     

 

4. For those who've implemented the manual SDK: how complex was the sitemap build for a non-ecommerce site? We'd need to cover page type definitions, button/CTA clicks, and form submission events (for our MCA forms)       

 

@* Data 360 *

  

 

#Data Cloud

3 Antworten
  1. 20. Okt., 14:54

    Has anyone here had success creating similar web tracking activity that Pardot(AE) captured? I.E., referrer, page visits in sequential order, all showing on the lead/contact records and used the Marketing Cloud Next forms.  

     

    I'm having trouble capturing this data on the lead/contact record and reading that hidden fields on the forms might be my only hope since I'm using the MC Next forms and I can't send an identity event from the SDK on our primary host domain since the form is MC Next is technically a subdomain so the primary domain can't read the email. 

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Hi fellow DataBlazers 

I'm currently working on a Tableau Next project where i need to report on HOME page use and logged in users and potentially when users have been logged in. 

Unfortunately neither LightningUriEvent or LoginHistory seems to be accessible through the normal Salesforce CRM connector in Data 360. 

Normally I would get the endpoint from the EventLogFile object and download the CSVs from a BASH script, but for this project I need to have the data from multiple orgs and share them to a central Data 360 org! 

Any suggestions on how to accomplish that? 

2 Antworten
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Environment: Full Copy Sandbox  Data Cloud was [enabled directly in the sandbox / inherited from Production]. Salesforce release: [Winter ‘27 / other]. 

 

Use case: Enable Agentforce Data Library and point it to internal CRM Knowledge Base articles. 

 

Steps taken: 

 

Enabled Data Cloud and assigned the Data Cloud Architect permission set to the System Admin user. 

Installed the latest Service Cloud bundle in the CRM Connector. 

Activated the Home Org CRM Connector. 

Created an Agentforce Data Library pointing to Knowledge Articles. 

 

The library status shows every step as successful: ingesting data into Data Cloud, creating data lake objects, mapping DLOs to DMOs, creating the search index, and building a retriever from the search index. 

 

Problem 1: Data Explorer queries fail 

 

DLO Knowledge_kav_Home fails with: “Something’s not right with the query. Check the columns or filter and try again.” TraceIds: 220ae71e7e7e017b, 6e0ef3579db8d062. 

DMO KA_CompanyName_KB_Data_Libr_index__dlm fails with the same error. TraceId: eb5ed4f4e67ee6d1. 

DMO KA_CompanyName_KB_Data_Libr_chunk__dlm fails with the same error. TraceId: b0b718d9efff328a. 

Other DMOs fail too, each with a different TraceId. 

Data Explorer lists the object’s metadata (46 columns for Knowledge_kav_Home, data space default), but running the query returns the error. 

 

Problem 2: Search Index Advanced Setup fails 

After creating the Data Library, I tried to create/update a search index using Advanced Setup. I selected the DMO ssot__KnowledgeArticleVersion__dlm and clicked Next. On the “Select Fields to Chunk” screen I get: “We hit a snag. Something went wrong while retrieving attachments.” 

 

What I’ve checked so far: 

 

Data stream status / records processed: [result] 

Minimal query (only Id column) in Data Explorer: [works / fails] 

Same query in Query Editor: [works / fails, error text] 

Other, non-Knowledge objects in Data Explorer: [work / fail] 

Incognito / different browser: [result] 

Retriever test in Prompt Builder or Agent Builder: [returns results / returns nothing] 

User permission sets: [list] 

Published Knowledge articles in the sandbox: [count] 

 

Questions: 

 

Is there a known limitation or extra provisioning step for Data Cloud and Agentforce Data Libraries in a Full Copy Sandbox? 

Has anyone seen Data Explorer return this generic “Something’s not right with the query” error on DLOs/DMOs created by a Data Library, even though ingestion shows success? 

Is a backend job (indexing, ingestion, or DMO mapping) still running or stuck after creation? How can I confirm this from the UI? 

Could the “Something went wrong while retrieving attachments” error in Advanced Setup come from a permission, a data space, or a Knowledge setting? What should I check? 

Do I need any extra permission set beyond Data Cloud Architect for the admin user to query these objects? 

Should I open a Salesforce Support case with these TraceIds, or is there a fix I should try first?

1 Antwort
  1. 18. Okt., 17:54

    That generic query failure in Data Explorer typically happens when the metadata synchronization between your DLOs, DMOs, and search indexes is interrupted during initial async build jobs. Because you are working in a Full Copy sandbox, background chunking and retrieval jobs can occasionally time out or lag due to resource constraints. To troubleshoot the issue, test metadata responsiveness by running a minimal query on just the primary key in Data Explorer. You should also review your Data Cloud job status and ensure that object permissions are not blocking access to the chunk objects. If failures persist, drop and rebuild the search index or manually refresh the data stream to allow background jobs to re-run successfully.

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Hi Trailblazers, I’m a Data 360 Consultant (recently certified), 9x Salesforce certified, with 5+ years of experience. I’m looking for a mentor in Data Cloud and a volunteer project where I can help with Data Cloud setup, data modeling, segmentation/activation, and best practices. If you know a nonprofit or team needing help, I’d love to connect.  

 

Thanks! 

Lavanya

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Trying to deploy a Data Kit with custom DMO and Snowflake as a source. Inbound change set deploys successfully however the data kit fails with error of "developerName should not be null". Have check components and all appear to have "developerName" set. Any ideas? Thanks.

@* Salesforce Developers * 

4 Antworten
  1. 14. Okt., 10:14

     In my project, I encountered a similar situation where we were unable to promote Data Kits to other Salesforce instances, whether it was a Partial Copy or a Full Copy sandbox. We reached out to Salesforce Support, but they didn’t have a clue. From my perspective, combining Salesforce CLI, VS Code, and AI

    is the best approach to successfully deploy Data Kits. 

     

    The Issue

    Salesforce generates a single package.xml file for the DevOps Data Kit. While it contains all the items required for deployment, the deployment itself fails due to underlying Salesforce platform limitations and bugs. 

     

    The Resolution

    1. Extract the Data Kit package.xml file.
    2. Retrieve all metadata from your source organization.
    3. Run a validation against the destination organization.
    4. Capture all the deployment errors you receive.
    5. Feed the package.xml and error screenshots into an AI tool, then ask it to split the main package.xml into smaller, logical parts for deployment. Note: This step involves some trial and error. If you are lucky, you will get it right on the first try; otherwise, it might take 2 to 3 iterations.
    6. Deploy the single Data Kit in phases based on the split versions of the package.xml generated by the AI, bypassing the single-file method provided by Salesforce.

    Additional Context

    When you open a Salesforce Support ticket for assistance, they rarely know how to fix this particular issue. Eventually, they suggested we use Change Sets to promote the changes. However, manually selecting Data Kit dependencies is incredibly tedious—in our case, a single Data Kit had 1,000+ dependencies

    . By using AI to break down the massive package into manageable parts, I successfully promoted our changes all the way to Production without any issues. 

     

    Probable Root Cause

    Salesforce launched Data Cloud in a rush. I noticed a very similar pattern when they launched Community Cloud back in 2013, where we faced persistent deployment issues for it all the way up until 2020 and the main issue was promoting dependencies in sequence. same we are noticing in data kit deployments.

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I had created a data stream with snowflake connector. I am trying to deploy it with the data kit. 

I have followed these steps. 

1- I have created a devops data kit type. 

2- Added data stream to the data kit. DMO is added with data stream. 

3- I download the package from manifest file. 

4- Authorize the VS code with source org. 

5- Retrieve the component in VS code with package.xml. 

6- Change the org in vs code to target org. 

7- Deployed the components in the target org with package.xml. 

8- On the target org. I can see the data kit but when i clicked on data kit deploy. It got failed with error. 

"DataKit Job Failed due to Internal Error. Please reach out to support team with ID:"   Can anyone help me on this error? 

Is this correct way for data cloud deployment or do we have any other way to deploy with the help of data kit. 

 

@* Data 360 * 

6 Antworten
  1. 14. Okt., 10:12

     In my project, I encountered a similar situation where we were unable to promote Data Kits to other Salesforce instances, whether it was a Partial Copy or a Full Copy sandbox. We reached out to Salesforce Support, but they didn’t have a clue. From my perspective, combining Salesforce CLI, VS Code, and AI

    is the best approach to successfully deploy Data Kits. 

     

    The Issue

    Salesforce generates a single package.xml file for the DevOps Data Kit. While it contains all the items required for deployment, the deployment itself fails due to underlying Salesforce platform limitations and bugs. 

     

    The Resolution

    1. Extract the Data Kit package.xml file.
    2. Retrieve all metadata from your source organization.
    3. Run a validation against the destination organization.
    4. Capture all the deployment errors you receive.
    5. Feed the package.xml and error screenshots into an AI tool, then ask it to split the main package.xml into smaller, logical parts for deployment. Note: This step involves some trial and error. If you are lucky, you will get it right on the first try; otherwise, it might take 2 to 3 iterations.
    6. Deploy the single Data Kit in phases based on the split versions of the package.xml generated by the AI, bypassing the single-file method provided by Salesforce.

    Additional Context

    When you open a Salesforce Support ticket for assistance, they rarely know how to fix this particular issue. Eventually, they suggested we use Change Sets to promote the changes. However, manually selecting Data Kit dependencies is incredibly tedious—in our case, a single Data Kit had 1,000+ dependencies

    . By using AI to break down the massive package into manageable parts, I successfully promoted our changes all the way to Production without any issues. 

     

    Probable Root Cause

    Salesforce launched Data Cloud in a rush. I noticed a very similar pattern when they launched Community Cloud back in 2013, where we faced persistent deployment issues for it all the way up until 2020 and the main issue was promoting dependencies in sequence. same we are noticing in data kit deployments. 

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⭐️ Updated Module: Data 360 Credit Consumption Quick Look Now Covers Flex Credits

⭐️ 

We’ve updated the

Data 360 Credit Consumption: Quick Look

Trailhead module with information about Flex Credits and a worked example. Complete this module to learn how consumption is calculated and how Flex Credits change the multiplier as your usage grows. 

 

What the module now covers:

  • How Data 360 credits work 
  • How credits are consumed
  • The consumption formula
  • New: How Flex Credits change consumption
  • New: An example of Flex Credits consumption
  • Links to the billable usage types for Data Services credits and Flex Credits
  • How to optimize your credits and control your usage and cost

👉 Earn a Badge: Data 360 Credit Consumption: Quick Look

  

⭐️ Updated Module: Data 360 Credit Consumption Quick Look Now Covers Flex Credits ⭐️ We’ve updated the Data 360 Credit Consumption: Quick Look Trailhead module with information about Flex Credits and

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⭐️  Distribute Activation Platforms with the Data 360 Activation Toolkit: New Trailhead Module ⭐️ 

 

Learn how independent software vendors (ISVs) use the Activation Toolkit to distribute activation target platforms. Get to know the toolkit, then explore real-world use cases in this 10-minute module. 

 

The Activation Toolkit is a set of services that lets ISVs onboard their platform as an activation destination in Data 360 using metadata. The metadata defines the configuration for the destination, including the authentication type and connector fields. Data 360 uses it to set up the activation target, the authenticated connection, and the activation experience for customers. 

 

👉 Earn a Badge: Data 360 Activation Toolkit for Independent Software Vendors 

⭐️ Distribute Activation Platforms with the Data 360 Activation Toolkit: New Trailhead Module ⭐️ Learn how independent software vendors (ISVs) use the Activation Toolkit to distribute activation targe 

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Hi all, 

 

I've been working on a solution using Data Cloud to ingest data into Salesforce from an external DataBricks db, I have it set up with all my mappings and I am able to use a "Get Records from Data Cloud" flow node. 

 

The flow is embedded on a Experience Cloud site which can be accessed by unauthenticated/guest users, it runs in system mode and up until last week worked fine. 

 

On Friday however I noticed it stopped working for guest users, gack errors were thrown and more recently I was able to get a System.QueryException error saying the "sObject type 'sample_data_Databricks1__dlm' is not supported. If you are attempting to use a custom object, be sure to append the '__c' after the entity name." 

 

I then went back and looked through all my flow versions to make sure I haven't changed anything, and even on V1 the query still happened, in system mode and a guest user was able to access it. 

 

Now I'm just trying to understand if this was actual intended behaviour or something around my org setup changed to break this considering multiple other users none of which had Salesforce org access were able to use and get past the screen with the "Get Records" element and the query successfully running and returning as a guest user. 

 

Any help would be appreciated. 

 

Thank you.

3 Antworten
  1. 13. Okt., 04:56

    Hi @Cosmin Stanescu

    , 

     

    I recently ran into a very similar issue. After some investigation, I found that Salesforce had sent a Security Notification regarding Data Cloud access for portal and guest users.

    The notification stated:

     

    According to Salesforce, this only affects environments where administrators have explicitly configured access to Data Cloud (Data 360) entities for portal or guest users, for example by assigning Data Cloud permissions to community users, exposing Apex classes through Experience Cloud, or using Retriever-based access.

     

    In my case, the issue was related to these security changes. After reviewing and updating the Data Cloud entity access settings according to Salesforce's guidance, the flow started working again. I would recommend checking whether your org received the same Security Notification and reviewing the

    Control External User Access help article for the latest guidance on guest-user access to Data Cloud entities.

    Based on my experience, it appears that Salesforce has tightened security around external access to Data Cloud objects, which may explain why something that worked previously is no longer working for guest users. Hope that helps!

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