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I've created Custom DMO using existing Account DMO with profile category. When trying to create an identity resolution rule, I can see only Account & Individual DMO. Is there any thing that I'm missing or it's not doable? My intention is to create a separate Identity Resolution rule for Trainers from Custom DMO. Any suggestions from experience would be appreciated.   

 

#Trailhead Challenges  #Data Cloud

2 respostas
  1. 29 de out., 12:16

    Hi @Nidibrolu Revanth Kumar

     

     

    Short Answer - No, we cannot use custom DMOs for IR rules. 

     

    Logic: The whole point having DLOs and DMOs as separate layers is to have all external data objects mapped to the Data360's interal Data Model. Specifically for the DLOs of type 'Profile' must be mapped to specific DMOs (Individual, Account, Lead or Household) and corresponding Contact Point Objects to be able to take part in the Match rules.   

    Hi Short Answer - No, we cannot use custom DMOs for IR rules.

     

    That is the whole point of having the entire Party Data Model (

    https://developer.salesforce.com/docs/platform/data-models/guide/party-overview.html

    ), where all the DMOs are already connected with each other. All you need to do is to map the data coming from outside (DSOs and DLOs) to the right DMOs, and Data360 takes care of all relationship building.  

     

    Hope this helps.

I am trying to ingest opportunity object into data cloud but i saw that there is already a stream called Opportunity_Home whose status is needs activation ,when i tried to activate it im getting the error Error notification.

CDP: Unable to activate the data streams. 

So i just went ahead and created a new data stream for opportunity which got automatically tagged to Opportunity_Home and deployed it successfully but the stream still remains the same with status needs activation. 

I tried to delete the data stream but saw that there are mappings which i cant remove as You can’t delete a component deployed from a managed-package data kit. 

I found that this particular stream came from a bundle in the SalesDK package what should i do i tried redeploying the package still nothing happened. 

 

#Data Cloud  #Data360  #Salesforce Developer

Hi everyone,

I’m trying to deploy a Tableau Next dashboard from Production to a UAT sandbox using a Data Kit and change sets. The steps I followed:

  1. Added the dashboard (with semantic model, workspace and visualizations) to a new Data Kit in Prod.
  2. Created an outbound change set with the Data Kit components and their dependencies, then deployed it in UAT. I had to create two custom DMOs manually in UAT because they couldn’t be added to the change set.
  3. Deployed the Data Kit in UAT.

The kit deployment fails with:

Deployment has failed due to user exception. Error: The BotDefinition_Home data lake object already exists in this org and is linked to a data stream. To deploy this data kit, rename the object in the source org or remove the conflicting object from the target org.

UAT already has its own CRM data streams (BotDefinition, User, Lead, Contact, Opportunity...). After removing BotDefinition_Home from the kit in UAT, I get the same error for User_Home, and so on. 

 Any idea how can I solve this issue ?

#Data Cloud  #Tableau  #Data360

1 resposta
  1. 28 de out., 19:12

    Hi Meriem, looks like the kit is trying to create DLOs that already exist in UAT. Since those are linked to active data streams, I wouldn't delete them. I'd try keeping the existing UAT streams and deploying only the dashboard dependencies that are missing. You may need to split the deployment into smaller kits to find the conflicts.

Org ID: 00Dbg000007XVPB (sandbox devAnis, refreshed from production 00D20000000CjigEAC).  

 

Data Cloud was provisioned in this org on 2026-10-20. Data Cloud Setup Home shows "Your Data Cloud instance is live and connected to your home org" (1 data space, 7 connections).

Creating an Agentforce Data Library with Knowledge articles as its source (Article__kav, content field Contenu__c, data category filter) always fails at the first step, "Ingesting data into Data Cloud", with the message "Data Cloud asset provisioning failed. Please retry". We tried Retry and recreating the library: the error is the same. 

 

The org contains Knowledge data streams copied from production during the sandbox refresh: Article_kav_Home, Article_DataCategorySelection_Home, DataCategory_Home and DataCategoryGroup_Home (created 2025-04-25). They are all in "Needs Activation" status and have never run. Their data lake objects already exist (for example Article_DataCategorySelection_Home__dll is ACTIVE), and Article_kav_Home is mapped in the default data space. The stream page offers no activation action, and clicking the refresh icon does not change the status. All 54 data streams in this org are in "Needs Activation". 

 

We also tried to delete Article_kav_Home from the Data Streams list view ("Delete Data Stream"). The UI showed "Data Stream submitted for deletion", but 30 minutes later the stream (Id 1dsSZ0000000CkLYAU) and its data lake object Article_kav_Home__dll still exist, unchanged, and no error notification was received.

 

The user creating the library has the System Administrator profile and the Data Cloud Architect permission set. The Data Cloud Salesforce Connector permission set (sfdc_a360_sfcrm_data_extract) has read access to Article__kav and its fields. 

 

Questions:

  1. How can we activate or remove these pre-existing Knowledge data streams, so that the Data Library can provision its own assets?
  2. Production also has Knowledge data streams. What procedure should we repeat in every sandbox refreshed from production?

#Data Cloud  #Agentforce

I am trying to create a Devops Data kit in my partial sandbox and trying to deploy it in Uat sandbox using change sets. The Data kit creation was successful and I also deployed it successfully in my Uat but when I try to deploy the Data kit I got the below error.”The salesforce CRM is no longer authenticated. Verify and re authenticate the connection then deploy the Data stream.I did the verify CRM connection multiple times and there are no issues around that but not sure why this is happening. 

 

  

 

#Data360

3 respostas
  1. 28 de out., 01:18

    Hi @Kavyasri Dacharla

     

     

    I’ve seen this error come up even when the CRM connection verifies fine. It usually isn’t really about authentication. Here’s what I’d check in the UAT org: 

    • Connector permission set access. The “Data Cloud Salesforce Connector” permission set in UAT needs read access to every object and field in the data stream. If a field from your partial sandbox is missing or has no FLS in UAT, the deploy fails with this misleading auth error. This is the most common cause I’ve seen.
    • The deploying user. Deploy the data stream as a Data Cloud Admin. Ideally use the same user who set up the CRM connection in UAT.
    • The connection itself. In Data Cloud Setup > Salesforce CRM, try a full disconnect and reconnect of the home org rather than just verifying it. Then redeploy from Data Kits.
    • Deploy order. After the change set lands, deploy the data stream from the data kit inside Data Cloud. Pick the UAT CRM connection when it prompts you.

     

    If it still fails after all that, raise a support case with the data kit name and the error. 

     

Subject: Unable to Access PDF Content in Data Cloud Data Explorer Using Azure Blob Storage and UDLO

Product:

Salesforce Data Cloud 

Issue Type: Unstructured Data Ingestion / Search Index / Retriever Configuration

Description

We are implementing an integration to ingest PDF files from Dropbox into Salesforce Data Cloud through Azure Blob Storage.

We have configured the Azure Blob Storage connection, created the Unstructured Data Lake Object (UDLO) and Unstructured Data Model Object (UDMO), and configured the search index.

We have also implemented Azure Event Grid notifications and an Azure Function to notify Data Cloud when files are created or deleted in Azure Blob Storage. The ingestion API returns accepted: true, indicating that Data Cloud has accepted the notification.

However, we are unable to verify that the actual PDF content has been processed and made available for retrieval through Agentforce.

The UDLO displays the PDF file metadata, and the search index status is Ready. However, we need clarification on how to access and validate the extracted PDF content and generated chunks in Data Cloud.

We found a similar issue discussed in the Salesforce Trailblazer Community: Not able to ingest the Unstructured (PDF) data from Azure.

Current Configuration

  1. Azure Blob Storage is configured as the source for PDF files.
  2. The Azure connection and SAS authentication are configured.
  3. A UDLO is created with the directory path and PDF file pattern (*.pdf).
  4. The UDLO is mapped to a UDMO.
  5. A search index is configured on the UDMO.
  6. Azure Event Grid is configured to notify Data Cloud about file creation and deletion events.
  7. An Azure Function sends notifications to the Data Cloud unstructured ingestion API.
  8. The API returns accepted: true.
  9. PDF file metadata is visible in the UDLO, and the search index status is Ready.

Issue

Although the PDF files are listed in the UDLO and the search index shows a Ready status, we need to confirm whether the actual PDF text has been extracted, processed into searchable chunks, and made available through the configured retriever.

We also need guidance on how to validate the generated chunks and retrieve the PDF content through Agentforce.

Assistance Required

Could you please help us clarify the following?

  1. What is the expected processing workflow for extracting PDF content from Azure Blob Storage when using a UDLO and UDMO?
  2. How can we verify that the PDF text has been extracted and that the corresponding chunk objects have been generated successfully?
  3. Is it expected that unstructured PDF content will not appear in Data Explorer in the same way as structured CSV data?
  4. If the search index status is Ready but the PDF content is not retrievable, what additional configurations or troubleshooting steps should we perform?
  5. How should we configure and validate the search index and retriever so that Agentforce can retrieve relevant PDF content and generate answers based on the documents?
  6. Are there any additional permissions, file notification requirements, ingestion steps, or processing delays that could prevent PDF content from becoming searchable?

Expected Outcome

We would like to confirm that PDF content is being processed correctly in Data Cloud and obtain the recommended configuration and troubleshooting steps required to retrieve relevant PDF passages through Agentforce.

Please provide guidance on the expected behavior of UDLO, UDMO, search index processing, generated chunks, and retriever configuration for unstructured PDF data stored in Azure Blob Storage. 

 

#Salesforce Developer  #Data Cloud

4 respostas

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

4 respostas
  1. 23 de out., 10:34

    Hi  @Chris Mauro

    , 

     

     

    Hidden fields are a valid approach and probably the cleanest one in your setup.  

    Here is what I would use: 

    1. Read the Web SDK’s anonymous device ID on the main site and pass it into the MC Next form, either as a URL parameter on the CTA link or written into a hidden field. The form submission then carries both the email and the device ID, and identity resolution in Data Cloud can link the anonymous browsing to the known individual. You don’t need the SDK to fire an identity event on the subdomain.
    2. Also check the SDK’s cookie domain setting. If the cookie is set on the root domain (yourdomain.com) and not the www host, the subdomain can read the same device ID. If you’re allowed to load the SDK on the form subdomain too, that closes the gap completely.
    3. For the Pardot-style activity view on Lead/Contact, Data Cloud won’t surface it the way Pardot did. Use a Related List enrichment on the engagement DMO to show page views in sequence, and a Copy Field enrichment for single values like first referrer.

    Test it with one form first. Verify that the device ID lands on the submission record and that the unified profile actually merges before rolling out. 

     

Hi Everyone, 

 

Could you please assist me about this Semantic Model Error "

An error occurred in Semantic Layer. TraceId: 625f999de597e45396ce7008b8c62eb6 Status: INVALID_ARGUMENT Error Message: QUERY_EXECUTOR|table "ssot__Account__dlm" does not exist Caused by: line 1, column 2420: ...yee_Count4" from "ssot__Account__dlm" as "Account4" li... ^~~~~~~~~~~~~~~~~~~~".

Thanks,

 

#Data Cloud

1 resposta
  1. 22 de out., 15:39

    The "table does not exist" error typically indicates that the target Data Lake Object (DLO) name referenced in your query or semantic model needs to be verified, or the data stream mapping needs to be refreshed. Please double-check that `ssot__Account__dlm` is correctly mapped and active in your Data Cloud org.

Trailhead のモジュール「Data Graphs in Data 360」の単元「Create a Data Graph」で、ハンズオン Challenge に合格できず困っています。 

 

■ 表示されるエラー 

Challenge は Data Cloud ではまだ完了していません 

Make sure the my_test_dg data graph is saved, built, and active. If the Last Run Status still shows 'Processing', wait a few more minutes. 

 

■ データグラフの状態(Data Graphs の一覧) 

・Data Graph Label / API Name:my_test_dg 

・Primary DMO:Individual 

・Data Space:default 

・Status:Active 

・Last Run Status:Success 

・Type:Standard Data Graph 

・Schedule:Weekly 

・Record Count:1,467 

 

■ データグラフの構成 

・Individual(主 DMO):Birth Date、Created Date、First Name、Last Name 

・Contact Point Address(Individual の下) 

・Account Contact(Contact Point Address の下):Account、Contact Email、Last Activity Date 

 

■ 実施したこと 

・ブラウザのキャッシュクリア 

・データグラフの再構築(Save and Build) 

・データグラフを削除し、教材の手順通りに作り直し 

・Challenge 欄の「起動」ボタンから開いた組織で作業していることを確認 

・ステータスが Active / Success になり、処理中のアイコンが消えてから Challenge を確認  

・Trailheadを言語設定を英語に変更し確認

 

■ 環境 

・Data Cloud Playground(期限:2026/10/20 午前9:00 JST) 

 

同じ現象に遭遇された方や、解決方法をご存じの方がいらっしゃいましたら、ご教示いただけますと幸いです。 

よろしくお願いいたします。 

Trailhead「Create a Data Graph」の Challenge が Active ですが合格しませんimage.png

 

image.png

 

#Trailhead Challenges  #Trailhead  #Data Cloud  #Data360  #Salesforce Developer  #Salesforce_developer

1 resposta

Hi Trailblazers, 

 

I recently started learning about Salesforce Data 360 on Trailhead.

From what I understand, Salesforce CRM already stores customer information in objects like Accounts, Contacts, and Opportunities.

Data 360 also works with customer data from different sources.

My question is, if customer information is already available in Salesforce CRM, why do companies need Data 360?

Can someone explain with a simple real-world business example? 

 

Thanks for sharing your knowledge! 

 

#Data Cloud

1 resposta
  1. 19 de out., 10:40

    Hi @Chaitanya d

    Good question! Salesforce CRM and Data 360 both work with customer data, but they serve different purposes. 

     

    1. Salesforce CRM – Manage Customer Relationships

    • Stores Accounts, Contacts, Leads, Opportunities, and Cases.
    • Helps Sales and Service teams manage daily business activities.
    • Mainly works with customer information available in Salesforce.

    2. Data 360 – Unify Customer Data

    • Connects customer data from Salesforce and external systems.
    • Uses Identity Resolution to link records belonging to the same customer.
    • Creates unified customer profiles.
    • Supports segmentation, insights, personalization, and AI use cases.

    3. Simple Real-World Example

    Consider an e-commerce company:

    • Salesforce CRM: Stores customer contact details and support cases.
    • Website: Stores browsing activity.
    • Order Management System: Stores purchase history.
    • Marketing System: Stores campaign interactions.

    Without Data 360, this information may remain in separate systems.

    With Data 360, the company can connect these sources and build a unified customer view.

    For example, when a customer contacts support, the agent can see their purchase history, recent interactions, and support cases if those data sources are connected and configured. 

     

    4. When Do We Need Data 360?

    • When customer data exists across multiple systems.
    • When we need Identity Resolution and unified profiles.
    • When businesses need advanced segmentation and personalized experiences.
    • When Agentforce needs additional customer context from multiple sources.

    If your requirement is simply managing Accounts, Contacts, Opportunities, and Cases, Salesforce CRM may be enough.

    If your requirement is connecting data from different systems and creating a unified customer view, Data 360 becomes valuable. 

     

    Simple Difference:

    Salesforce CRM = Manage customer relationships.

    Data 360 = Connect, unify, and activate customer data. 

     

    Salesforce Documentation:

    Related Trailblazer Discussions:

    1. Why Do We Need Data Cloud When We Already Have Data Storage?
    2. Data Cloud vs CRM Analytics
    3. How Does Data 360 Help Agentforce?

    Hope this helps you understand the difference!