d360 Pipeline

Data Cloud Setup Pipeline

End-to-end automation: from CRM objects to Data Graphs in one flow

0 / 16 steps

Authentication

Authenticate

Connect to your Salesforce org

Create Session

Define scenario and entities

Data Preparation

Generate Data

Create sample CSV data files

Prepare CSVs

Transform headers for Salesforce

Upload to S3

Upload CSVs to S3 bucket

async

CRM Setup

Deploy CRM Objects

Create custom objects and fields

async

Load CRM Data

Bulk import CSV data into CRM

async

Data Cloud Config

Connector Permissions

Configure Data Cloud connector

Create Data Streams

Set up CRM to Data Cloud streams

async

Create DMOs

Build Data Model Objects and mappings

Individual Mappings

Map to Individual + Contact Points

Create Relationships

Link DMOs with relationships

Analytics & Insights

Identity Resolution

Create match and reconciliation rules

async

Calculated Insights

Build SQL-based analytics

async

Create Segments

Define audience segments

async

Data Graph

Create unified data graph

async