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Create and Publish a Data Kit

Learning Objectives

After completing this unit, you’ll be able to:

  • Create a data kit.
  • Publish a data kit in Package Manager.

Create a Data Kit

Now that you’re familiar with the org setup of creating a data kit in Data Cloud, let’s watch a video on how to create and upload a data kit. 

We assume you are a Salesforce admin with the proper permissions to create and install packages in Data Cloud. If you’re not an admin, that’s OK.  Read along to learn how your administrator would take the steps in a production org. Don’t try to follow these steps in your Trailhead Playground. Data Cloud isn’t available in a typical Trailhead Playground.

  1. Go to Data Cloud Setup in your development org.
  2. Under Tools, click Data Kits.
  3. Click New.
  4. Name your Data Kit and add an optional description.
  5. Click Add from the Data Streams section.
  6. Next select the connector type based on the supported data source: B2C Commerce, Salesforce CRM, or Amazon S3.Create Data Kit with the cursor on the add button for Data Streams.
  7. Add a name (with no spaces) and an optional description.
  8. Select the data streams you want to package and then click Next.
  9. Edit or add a Data Model if desired, and then click Save.
  10. Add additional components or click Publish.

Publish a Data Kit with Package Manager

When you have included the Data Cloud components you want, it’s time to create a new or update an existing package.

  1. Go to Package Manager and click New.
  2. To create a managed package, click Edit in Namespace Settings and register your namespace.
  3. To create an unmanaged package, click New under Packages.Package Manager with cursor clicking New.
  4. Add a Package Name and then click Save.
  5. After the package is created, under Components (1) click Add.
  6. Search for the Component Type called Data Package Kit Definition. Locate your created data kit and click Add to Package.
  7. Click Upload.
  8. Add in a Version Name and Version Number (1).
  9. You can also fill out optional fields, like password protection (2).
  10. When done, click Upload (3).Upload package screen with required version name and version number fields highlighted, as well as optional password fields, and the upload button.

Once uploaded, you can use the Installation URL to install the package in another org.

Upload complete message and package details. The Installation URL is circled.

You also get an email once your package is uploaded successfully! Typically installation is done by a different Data Cloud user than the data kit creation. In the next unit, we'll cover the steps to install data kits. 

Resources

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