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Deploy Salesforce Data Cloud with Copado Essentials

Deploy Salesforce Data Cloud with Copado Essentials

H
Written by Hoang Hai Tran
Updated this week

Salesforce Data Cloud is becoming central to data management and Agentforce deployments. Essentials streamlines this by using the multiple Salesforce APIs to move Data Cloud assets across environments and version control. Teams can easily select, validate, and deploy components or commit them to CI/CD workflows, reducing errors and improving governance.

Before Deploying Data Cloud

Salesforce Permissions Required

To ensure Data Cloud components appear in Essentials, make sure the user authorizing the org connection has the Data Cloud Architect permission assigned in Salesforce.


​Without this permission, Essentials will not be able to retrieve Data Model Objects or Data Lake Objects.

Map Data Lake Object (DLO) and Data Model Object (DMO)

The Salesforce API currently returns only mapped DMOs and DLOs. To have these appear in Essentials, please ensure the necessary mappings are completed first within Salesforce.


Deploying Data Cloud

Which Data Cloud metadata types are supported, and where can you find them?

The table below outlines the Data Cloud–related metadata types supported by Essentials. Please note that Data Model Object and Data Model Field appear in Essentials under Custom Object and Custom Field.

Essentials Component Type

Data cloud concept

API name

Activation platform

Activation platform

Data Stream Template

Data kits

Data Source Bundle Definition

Data kits

Data Package Kit Definition

Data kits

Data Package Kit Object

Data kits

Streaming App Data Connector

Data connectors, Data streams

Mkt Data Tran Object

Data connectors, Data streams

External Data Source

Data connectors, Data streams

External Data Connector

Data connectors, Data streams

External Data Tran Object

Data connectors, Data streams

Data Stream Definition

Data connectors, Data streams

Data Stream Template

Data connectors, Data streams

Data Source Object

Data connectors, Data Lake Object

Data Source

Data connectors, Data Lake

Object Source Target Map

Relationships

Field Src Trgt Relationship

Relationships

Data Src Data Model Field Map

Relationships

Data Connector Ingest Api

Ingest API data stream

Calculated Insight Definition

Calculated insights

Data Calculated Insight Template

Calculated insights

Market Segment Definition

Segments

Data Connector S3

S3 data stream

Internal Data Connector

Internal Use

Data Kit Object Template

Data Object

Data Kit Object Dependency

Data Object

Custom Object

Data Model Object

Custom Fields

Data Model Field

Customer Data Platform Settings

Settings

To help users easily find Data Cloud–related components, we’ve added a new filter. Use this filter to quickly view all Data Cloud components in one place.

Data cloud component filter.

In addition, you can use a Data Kit to deploy a package kit definition from one org to another. A Data Kit allows you to bundle and deploy multiple types of components together in a single package, making it easier to manage configurations and maintain consistency across environments. You can learn more in this article Deploy Data Kit

Dependency Support

We have added dependency support for a number of Data Cloud components, making it easier to identify related items. For example, to view all dependencies for a Data Kit, simply expand the [+] icon next to it and select “Select all dependencies", like so.

Data kit dependencies

Dependency support is currently available for a limited set of Data Cloud components, with more to come. We’ll continue expanding coverage in upcoming releases to include the most commonly used components.

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