Service Data Bundle
Data kit includes a preconfigured CRM Service Bundle data stream.
Version: 1.0
This data bundle includes the following components:
Stream Bundles
Data Platform: Salesforce_Sales_and_Service_Cloud
Label : Service
Name : Service
Description: Automate service processes and streamline workflows to transform the agent experience.
Icon : /img/sfdc_bundles/Service_Icon_Circle_RGB.png
Name : Account
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: Account
Dmo Mapping
Dmo Name: AccountDmo
Dmo Mapping
Dmo Name: ContactPointAddressDmo
Dmo Mapping
Dmo Name: ContactPointPhoneDmo
Name : AgentWork
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: AgentWork
Dmo Mapping
Dmo Name: AgentWorkDmo
Field Set Extension
RelatedToObject Data Source Field
Name : RelatedToObject
Label : RelatedToObject
Data Type: Text
Definition Creation Type: Custom
External Name: RelatedToObject
Field Formula: IF(LEFT(sourceField['WorkItemId'],3)=="500","Case",IF(LEFT(sourceField['WorkItemId'],3)=="570","Chat",IF(LEFT(sourceField['WorkItemId'],3)=="0Mw","MessagingSession",IF(LEFT(sourceField['WorkItemId'],3)=="0LQ","Voice","Unknown"))))
Is Data Required: false
Is Formula: true
Usage Tag: NONE
Name : AgentWorkSkill
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: AgentWorkSkill
Dmo Mapping
Dmo Name: AgentWorkSkillDmo
Name : BusinessHours
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: BusinessHours
Dmo Mapping
Dmo Name: OperatingHoursDmo
Name : Case
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: Case
Dmo Mapping
Dmo Name: CaseDmo
Name : CaseMilestone
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: CaseMilestone
Dmo Mapping
Dmo Name: CaseMilestoneDmo
Field Set Extension
IsCompletedToBoolean Data Source Field
Name : IsCompletedToBoolean
Label : IsCompletedToBoolean
Data Type: Boolean
Definition Creation Type: Custom
External Name: IsCompletedToBoolean
Field Formula: sourceField['IsCompleted']
Is Data Required: false
Is Formula: true
Usage Tag: NONE
IsDeletedToBoolean Data Source Field
Name : IsDeletedToBoolean
Label : IsDeletedToBoolean
Data Type: Boolean
Definition Creation Type: Custom
External Name: IsDeletedToBoolean
Field Formula: sourceField['IsDeleted']
Is Data Required: false
Is Formula: true
Usage Tag: NONE
IsPausedToBoolean Data Source Field
Name : IsPausedToBoolean
Label : IsPausedToBoolean
Data Type: Boolean
Definition Creation Type: Custom
External Name: IsPausedToBoolean
Field Formula: sourceField['IsPaused']
Is Data Required: false
Is Formula: true
Usage Tag: NONE
IsViolatedToBoolean Data Source Field
Name : IsViolatedToBoolean
Label : IsViolatedToBoolean
Data Type: Boolean
Definition Creation Type: Custom
External Name: IsViolatedToBoolean
Field Formula: sourceField['IsViolated']
Is Data Required: false
Is Formula: true
Usage Tag: NONE
Name : MilestoneType
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: MilestoneType
Dmo Mapping
Dmo Name: CaseMilestoneTypeDmo
Name : CaseHistory2
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: CaseHistory2
Dmo Mapping
Dmo Name: CaseUpdateDmo
Name : Contact
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: Contact
Dmo Mapping
Dmo Name: AccountContactDmo
Dmo Mapping
Dmo Name: IndividualDmo
Dmo Mapping
Dmo Name: ContactPointPhoneDmo
Dmo Mapping
Dmo Name: ContactPointAddressDmo
Dmo Mapping
Dmo Name: ContactPointEmailDmo
Name : EmailMessage
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: EmailMessage
Dmo Mapping
Dmo Name: EmailMessageDmo
Name : Group
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: Group
Dmo Mapping
Dmo Name: UserGroupDmo
Field Set Extension
hasRoutingConfiguration Data Source Field
Name : hasRoutingConfiguration
Label : hasRoutingConfiguration
Data Type: Text
Definition Creation Type: Custom
External Name: hasRoutingConfiguration
Field Formula: IF(NOT(ISEMPTY(sourceField['QueueRoutingConfigId'])),'True','False')
Is Data Required: false
Is Formula: true
Usage Tag: NONE
IsQueue Data Source Field
Name : IsQueue
Label : IsQueue
Data Type: Text
Definition Creation Type: Custom
External Name: IsQueue
Field Formula: sourceField['Type'] == "Queue"
Is Data Required: false
Is Formula: true
Usage Tag: NONE
IsRegularGroup Data Source Field
Name : IsRegularGroup
Label : IsRegularGroup
Data Type: Text
Definition Creation Type: Custom
External Name: IsRegularGroup
Field Formula: sourceField['Type'] != "Queue"
Is Data Required: false
Is Formula: true
Usage Tag: NONE
Name : GroupMember
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: GroupMember
Dmo Mapping
Dmo Name: UserGroupRelationshipDmo
Field Set Extension
RelatedUserGroupId Data Source Field
Name : RelatedUserGroupId
Label : RelatedUserGroupId
Data Type: Text
Definition Creation Type: Custom
External Name: RelatedUserGroupId
Field Formula: IF(LEFT(sourceField['UserOrGroupId'],3)=='00G',sourceField['UserOrGroupId'],'')
Is Data Required: false
Is Formula: true
Usage Tag: NONE
RelatedUserId Data Source Field
Name : RelatedUserId
Label : RelatedUserId
Data Type: Text
Definition Creation Type: Custom
External Name: RelatedUserId
Field Formula: IF(LEFT(sourceField['UserOrGroupId'],3)=='005',sourceField['UserOrGroupId'],'')
Is Data Required: false
Is Formula: true
Usage Tag: NONE
Name : ServicePresenceStatus
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: ServicePresenceStatus
Dmo Mapping
Dmo Name: ServicePresenceStatusDmo
Name : Skill
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: Skill
Dmo Mapping
Dmo Name: SkillDmo
Name : User
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: User
Dmo Mapping
Dmo Name: UserDmo
Name : UserRole
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: UserRole
Dmo Mapping
Dmo Name: UserGroupDmo
Field Set Extension
IsRole Data Source Field
Name : IsRole
Label : IsRole
Data Type: Text
Definition Creation Type: Custom
External Name: IsRole
Field Formula: true
Is Data Required: false
Is Formula: true
Usage Tag: NONE
Name : UserServicePresence
Refresh Frequency: HOURLY
Refresh Mode: UPSERT
Source Object: UserServicePresence
Dmo Mapping
Dmo Name: AgentServicePresenceDmo