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#Data Cloud63 discussing

Hi All,

I have a requirement where I am adding Account CRM data into Data Cloud using a Data Stream.

I want to understand:

  1.  How can I automatically update or upsert Account data from CRM into Data Cloud? 
    •  Is this handled automatically by Data Streams refresh? 
    •  Do we need to configure anything extra (like scheduled refresh or incremental updates)? 
  2.  How does data refresh/updating work in Data Streams
    •  Is it real-time or scheduled? 
    •  What is the best practice for keeping data in sync? 
  3.  Regarding licensing: 
    •  In Enterprise or Professional Edition, is there any additional cost for refreshing or updating data in Data Streams? 
    •  Are there any limits or considerations? 

Would appreciate guidance.  

 

Thanks in advance! 

 

#Data Cloud  #Agentforce

1 answer
  1. Today, 9:40 AM

    Hi @Sourabh Dondekar

    -  

     

    1. Standard CRM connector refreshes every 15 mins. Whatever is modified in 15 min is refreshed. No need to configure if you use Salesforce CRM connector. 

    2. If you use Salesforce CRM connector ingestion is free. 

     

    Thanks

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Hi,    I am trying to programmatically trigger a Batch DMO Activation   Publish via the Data Cloud Connect REST API in a Developer Edition org,   but I keep getting the following error:    [{"errorCode":"INVALID_API_INPUT","message":"com.salesforce.cdp.connectapi.activation.enablebatchdmoactivationpublish gate is not open"}]    Endpoint used:  POST {instance_url}/services/data/v66.0/ssot/activations/{activationId}/actions/publish    Setup:  - Connected App with OAuth Scopes: api, full, cdp_api  - Client Credentials Flow enabled with Integration User (Salesforce License)  - Integration User has Data Cloud Activation Manager Permission Set  - Token successfully issued (scope: api cdp_api)  - Activation type: Batch DMO Activation (created after October 2025 release)    Tried the following:  1. Python REST API → same gate error  2. Salesforce Flow (Send to Data 360 Activation action) → same gate error  3. Both Segment Activation and DMO Activation → same error    Questions:  1. Is "enablebatchdmoactivationpublish gate" available in Developer Edition?  2. Is this feature only available in paid/production orgs?  3. If so, is there any workaround to test API-based Activation Publish in DE?    Thank you.   

 

@* Data 360 * 

1 answer
  1. Apr 19, 11:50 PM

     Batch DMO Activation Publish feature requires a production org or an org with specific entitlements/licenses that may not be available in Developer Edition. 

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Hi All, 

 

I am looking to see if anyone has successfully added a Data Cloud Report to a Page Layout as a Report Chart. I have created several reports and would like to add them to the Contact Page Layout so they can see all of the Engagement records better then looking on the profile explorer. Unfortunately, when I attempt to add the Report Chart to the page layout I do not see it as an option to select. I am curious if there is a limitation to Data Cloud Reports and Report Chart functionality.  

 

Specifically, speaking to this: 

https://help.salesforce.com/s/articleView?id=analytics.reports_embed_pagelayout.htm&type=5

  

 

#Data Cloud  #Reports & Dashboards

1 answer
  1. Yesterday, 4:55 PM

    Hi @Shantelle Berry,

    This is a known limitation, Data Cloud reports use a separate reporting engine and don't show up in the standard Report Chart picker on page layouts, which only supports reports built on CRM object report types.

    A few workarounds:

    1. Embed a Dashboard component on the page layout instead — build your Data Cloud engagement metrics as a dashboard component and add it to the Contact layout.
    2. Use an LWC on the Contact record page that queries Data Cloud via the CDP API. More build effort but the cleanest result.
    3. Check if the Profile Explorer component can be added directly to the page layout, it may already show the engagement view you need.

    Worth logging on the Salesforce Ideas board as this is a gap others have hit too.

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Hello! I am trying to create an unstructured DLO from PDFs docs that I will upload into data cloud (to later use with Agentforce through the path: search index, retreiver, prompt template then agent action) 

 

From this video:

https://www.youtube.com/watch?v=ZBDv4tDfzW4

at time stamp 18:44  

I know that I am supposed to be able to click new to create a DLO and then select from external files and it should show options for connectors like Amazon S3 etc.  

 

Instead, when I go through it in my org, I see as in the images below: the only option for where is the data stored is web content (sitemap)

Data Cloud DLO for docs - connector options not shown

 

 

image.png

 

Why am I not seeing the othert connector options and how can I enable these and make them available? 

 

Thank you! 

 

 

#Data Cloud

5 answers
  1. Apr 17, 5:15 PM

    @Amy Morris

    You have to select it at the Data Stream Level - you can also navigate to set up and search for a connector  

    1. Navigate to 'Data Streams'  

    2. Select New 

    3. You will see all the available connectors.  

     

    IN Data Cloud Set up search 'Other Connectors, click New and you will see amazon S3 as an option!  

    You have to select it at the Data Stream Level - you can also navigate to set up and search for a connector 1. Navigate to 'Data Streams' 2. Select New 3. You will see all the available connectors.

     

     

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Hi All! 

 

We have installed DataCloud360 and configured it with engagement data that is coming from Snowflake. The DMO of Detailed Usage, Subscriptions and Invoice data are all mapped on the relationship tab to for the Customer ID to map to the Individual ID and when querying I Can see all the related Engagement records. Currently, I am not able to see records on the contact page related list even though I can see that there are records in the query editor and profile explorer. Of note, I have had other users attempt to see the related lists and cannot. For the engagement related lists, there is no filter or configuration that you can input to alter the view. 

Has anyone encountered this issue? 

 

  

  

Engagement data not displaying 

 

Engagement Related List not Displaying

 

 

 

image.png

 

image.png

 

 

 

#Data Cloud

5 answers
  1. Apr 13, 7:18 AM

    Hi @Shantelle Berry - This is likely a Data Cloud linking issue, not a UI problem.

    Even though you see data in Query Editor, it will only appear on the Contact page if it’s properly resolved and configured.

    Check the following:

    1.  Make sure the Contact is linked to the correct Individual (identity resolution) 
    2.  Ensure the Data Graph used on the page includes Detailed Usage 
    3.  Confirm the data is activated/published to CRM 
    4.  Verify CUSTOMER_ID matches the Individual ID exactly 

    If the Contact is not correctly linked to the Individual, the related list will show 0 even if data exists.

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5 answers
  1. Apr 17, 12:20 PM

    As far as I know, you cannot remove the running user’s personal email address as a send-from option just through Org-Wide Email Addresses alone.

    Two practical options are:

    1.  Create a validation rule on EmailMessage to stop users sending from their personal address. 
    2.  Change the user’s outgoing email settings so the desired email address is used instead. This can be updated from: 

       

      Profile photo/avatar > Settings > Email > My Email Settings > Email Address
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Hi everyone 👋    We’re implementing Salesforce Data Cloud with a mobile SDK data stream that provides both user-level (app engagement) and device-level data.    This creates two DMOs:  Contact Point App DMO – holds engagement data and includes SubscriberKey  Device DMO – holds device details like OS Name, OS Version, Model, etc.    Currently, only the Contact Point App DMO has SubscriberKey mapped.  To make OS info visible in segmentation, we added OS Name as a custom field in Contact Point App — which works but isn’t ideal for scalability.    We’re considering:  Mapping SubscriberKey to a custom field in Device DMO, and    Creating a relationship between Device.SubscriberKey__c and Individual.IndividualId,  so Device data remains normalized yet still available in segmentation.    Questions:    1. Is this the recommended scalable approach?  2. Could this custom relationship (SubscriberKey → IndividualId) cause identity or unification issues?  3. Or is it better to keep OS Name in Contact Point App for simplicity?    Appreciate any insights or best practices from those who’ve modeled similar mobile data setups 🙏    Thanks,  Clinton Fernandes    

 

@* Data 360 * 

2 answers
  1. Khyati Mehta (SmartBridge) Forum Ambassador
    Oct 26, 2025, 10:37 AM

    Hello Clinton, 

     

    Your proposed approach — mapping SubscriberKey to a custom field in the Device DMO and creating a relationship between Device.SubscriberKey__c and Individual.IndividualId — is generally a scalable and data-normalized solution. It allows the Device DMO to remain independent while still linking to individuals for segmentation and personalization use cases. However, you should carefully assess identity resolution implications: if multiple devices share the same SubscriberKey or if identity stitching is based primarily on other identifiers (like email or mobile ID), introducing a custom SubscriberKey relationship could create ambiguity or duplicate linkages in Identity Resolution or Unified Individual views. If your use case primarily involves segmentation by OS and device attributes without complex cross-device identity needs, maintaining OS Name in the Contact Point App DMO might be simpler and safer. Hope this answers your questions!

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Here are some useful resources from Accelerate Data 360 Development with 5 Pro Tips presented at TDX 2026 by @Akshata Sawant and @Steve Simpson

 

Tip 2 — Data Modeling is Everything

 

Tip 3 — Keys Define Reality

Tip 4 — Connect Any System with Robust APIs

 

Tip 5 — Test at Scale

 

 

General Developer Resources 

 

cc: @Christie Fidura

 

 

#Trailhead  #Data Cloud  #Salesforce Developer  #Salesforce

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Hi everyone,

Our Salesforce Data Cloud storage (1 TB) has reached 135% usage, with the Behavioral Events DLO containing ~12M records from the Mobile SDK. We’re activating most of this data to AWS.

Wanted to understand:

  • What are the best ways to reduce storage usage in Data Cloud?
  • Can retention policies be applied on DLOs/DMOs?
  • What retention strategy is recommended for Behavioral Events?

Would appreciate any best practices. Thanks!

1 answer
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