Packages and Data Kits

A package is a container to which you can add metadata components and data kits. It holds the set of related features, customizations, and schema that comprise your app. A data kit is a container of Data Cloud metadata components. Use a data kit to streamline the package creation and installation process. Data Cloud metadata components and relationships can be wrapped together with a few easy clicks.

For Data Cloud, the metadata represents the definition of Data Cloud components in the Data Cloud org and not the data. For example, the metadata can represent the definitions of calculated insights, profiles, and data streams.

To package Data Cloud metadata components, first add the components to a data kit. Then add the data kit to a package. The package is then used to install the Data Cloud components in a different org. A package can contain one or more data kits.

Customer developers, that is, developers doing in-house development for their own Data Cloud instance, use data kits with unmanaged packages to deploy metadata from a test org to a production org.

Salesforce partners who build apps and distribute them on AppExchange use managed packages to do both. Salesforce partners can develop apps for Data Cloud customers. Currently, Data Cloud only supports first-generation managed packaging (1GP).

Data kits can contain these Data Cloud metadata components.

  • Calculated Insights: Definitions of calculated insights can be included in a package, as well as the SQL components.
  • Commerce and CRM Data Streams: Data streams for Salesforce CRM, such as Sales and Service cloud, with associated mapping can be packaged.
  • S3 Data Streams: S3 data streams with associated mapping can be packaged for standard and custom data models.
  • Data Model Objects and Data Model Mappings: If a data stream is added to a data kit, the data models that it’s mapped to are automatically added and auto-populated.

You can’t add segments or identity resolution rulesets in data kits or packages.

For Data Cloud components that aren’t available in data kits, you can add them to a package. To find out which components are available in packages, see Metadata Components for Data Cloud Cheat Sheet. Also, check the Metadata Coverage Report.

See Also