Service
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: UserRoleDmo
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