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    <title>Bolt Data Connect – IoT Setup</title>
    <link>/docs/salesforce/iot-setup/</link>
    <description>Recent content in IoT Setup on Bolt Data Connect</description>
    <generator>Hugo -- gohugo.io</generator>
    <language>en</language>
    <lastBuildDate>Thu, 05 Jan 2017 00:00:00 +0000</lastBuildDate>
    
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    <item>
      <title>Docs: Global Settings</title>
      <link>/docs/salesforce/iot-setup/global-settings/</link>
      <pubDate>Thu, 05 Jan 2017 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/global-settings/</guid>
      <description>
        
        
        
      </description>
    </item>
    
    <item>
      <title>Docs: Thing Types</title>
      <link>/docs/salesforce/iot-setup/thing-types/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/thing-types/</guid>
      <description>
        
        
        &lt;p&gt;Thing Types allow you to configure “no-code” metadata to control the data model, frequency, and business logic of the IoT Cloud and Edge Gateway processing, all from within Salesforce.&lt;/p&gt;
&lt;h3 id=&#34;thing-type-configuration&#34;&gt;Thing-Type Configuration&lt;/h3&gt;
&lt;p&gt;Organizing your Thing-Types is crucial for unlocking the full potential of the Bolt Data Connect App. Each Thing is assigned a Thing-Type and it&amp;rsquo;s this Thing-Type that determines what calculations are performed on your Thing&amp;rsquo;s data and what Alerts get propagated to Salesforce.&lt;/p&gt;
&lt;p&gt;Each Thing-Type defines all interesting Sensors, Calculations and Alert Conditions for a Thing of that type. It also defines how data is aggregated in the IoT Cloud. The IoT Rules Engine performs all Aggregations, Calculations, and Alert Conditions at the Edge, reducing the load on the IoT Cloud infrastructure, and saving you money.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Digital Twin Roles&lt;/strong&gt; allow you to define relationships between Thing Types. This gives you the ability to create calculations and alerts based off of related Thing values as well.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Sensors&lt;/strong&gt; allow you to define how each field in your Thing&amp;rsquo;s data is aggregated, what data type to assume for it and whether or not to send or save that data to the cloud.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;ML Inferences&lt;/strong&gt; allow you to add the result of executing an ML Model with a set of input values from IoT Sensors.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Calculated Fields&lt;/strong&gt; allow you to enrich a Thing&amp;rsquo;s data prior to entering the Cloud. Calculations can use any Sensors or other Calculations within the scope of a Thing. For example, Calculations can allow you to derive a state based on Sensor data, then use that state to drive an Alert.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Alert Conditions&lt;/strong&gt; allow Things to communicate with Salesforce. They are the catalysts that drive your Processes and State changes in Salesforce. You have full control over what constitutes an Alert and how often to rebroadcast that Alert when the state hasn&amp;rsquo;t changed after a specified time. Alerts can use any Sensors or Calculations within the scope of a Thing.&lt;/p&gt;
&lt;/li&gt;
&lt;/ul&gt;

      </description>
    </item>
    
    <item>
      <title>Docs: Visual Twins</title>
      <link>/docs/salesforce/iot-setup/visual-twins/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/visual-twins/</guid>
      <description>
        
        
        &lt;p&gt;Visual Twins represent an Image and Annotations for each &lt;code&gt;Thing Type&lt;/code&gt; that together form a visual representation of a device with the &lt;code&gt;Sensors&lt;/code&gt;, &lt;code&gt;Calculated Fields&lt;/code&gt; and &lt;code&gt;Alert Conditions&lt;/code&gt; overlayed on the image where they visually correlate.&lt;/p&gt;
&lt;h2 id=&#34;visual-twin-setup&#34;&gt;Visual Twin Setup&lt;/h2&gt;
&lt;ol&gt;
&lt;li&gt;Select a Thing Type to setup/edit it&amp;rsquo;s Visual Twin. If this is a first time setup you will see a message asking you to drag-and-drop an image file onto the editor.&lt;/li&gt;
&lt;li&gt;Use the palette of drawing tools (Rectangles, Circles or Polygons) to draw the annotation areas. We recommend you use the selector tool to right-click and name these annotation areas so that the next steps are easier.&lt;/li&gt;
&lt;li&gt;Select all of the Fields for a specific area in the &amp;ldquo;Available Fields&amp;rdquo; section.&lt;/li&gt;
&lt;li&gt;Use the selector tool to right-click on the desired area and choose &amp;ldquo;Bind Values&amp;rdquo;. You will see these fields are now listed in the &amp;ldquo;Field Bindings&amp;rdquo; section for the desired area.&lt;/li&gt;
&lt;/ol&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/visual-twin-editor.png&#34;
         alt=&#34;Visual Twin Editor&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Visual Twin Editor&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
To remove fields from an annotation area, simply unselect the fields and click the update button at the bottom of the &amp;ldquo;Field Bindings&amp;rdquo; section. You will see the fields are now returned to the &amp;ldquo;Available Fields&amp;rdquo; section.
&lt;/div&gt;


      </description>
    </item>
    
    <item>
      <title>Docs: Digital Twins</title>
      <link>/docs/salesforce/iot-setup/digital-twins/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/digital-twins/</guid>
      <description>
        
        
        &lt;p&gt;Digital Twins represent a group of &lt;code&gt;Things&lt;/code&gt; that together form a composite device. They are closely related, each playing a &lt;code&gt;role&lt;/code&gt; in a reusable &lt;code&gt;Digital Twin Type&lt;/code&gt;, and can use values from the other &lt;code&gt;Things&lt;/code&gt; in their own &lt;code&gt;Calculated Fields&lt;/code&gt; and &lt;code&gt;Alert Conditions&lt;/code&gt;.&lt;/p&gt;
&lt;h2 id=&#34;digital-twin-field-bindings&#34;&gt;Digital Twin Field Bindings&lt;/h2&gt;
&lt;p&gt;The 1st step in setting up Digital Twins is to configure which &lt;code&gt;Thing&lt;/code&gt; Fields to use to represent the hierarchical and &lt;code&gt;role&lt;/code&gt; relationship values.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/digital-twin-setup.png&#34;
         alt=&#34;Digital Twin Settings&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Digital Twin Settings&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;dl&gt;
&lt;dt&gt;Digital Twin Root&lt;/dt&gt;
&lt;dd&gt;The fields from the &lt;code&gt;Thing&lt;/code&gt; Object to the &lt;code&gt;Root&lt;/code&gt; Thing and it&amp;rsquo;s unique Thing Identifier.&lt;/dd&gt;
&lt;dt&gt;Digital Twin Parent&lt;/dt&gt;
&lt;dd&gt;The fields from the &lt;code&gt;Thing&lt;/code&gt; Object to the immediate &lt;code&gt;Parent&lt;/code&gt; Thing and it&amp;rsquo;s unique Thing Identifier.&lt;/dd&gt;
&lt;dt&gt;Digital Twin Role Name&lt;/dt&gt;
&lt;dd&gt;The field to hold the role name that this &lt;code&gt;Thing&lt;/code&gt; plays in the &lt;code&gt;Digital Twin Type&lt;/code&gt;.&lt;/dd&gt;
&lt;/dl&gt;
&lt;h2 id=&#34;digital-twin-children-in-thing-types&#34;&gt;Digital Twin Children (in Thing Types)&lt;/h2&gt;
&lt;p&gt;The next step is defining the child &lt;code&gt;roles&lt;/code&gt; in the Thing Type defintions that make up the &lt;code&gt;Digital Twin Types&lt;/code&gt;. Go to the Thing Types setup page, and click into the desired parent &lt;code&gt;Thing Type&lt;/code&gt;.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/digital-twin-children.png&#34;
         alt=&#34;Digital Twin Children&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Digital Twin Children&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;dl&gt;
&lt;dt&gt;Role Name&lt;/dt&gt;
&lt;dd&gt;The role that the child Thing Type plays in the related group of Things.&lt;/dd&gt;
&lt;dt&gt;Child Thing Type&lt;/dt&gt;
&lt;dd&gt;The &lt;code&gt;Thing Type&lt;/code&gt; of the Child.&lt;/dd&gt;
&lt;/dl&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
These role names are especially important when multiple instances of the same Thing Type are used as children in a parent Thing Type.
&lt;/div&gt;

&lt;h2 id=&#34;digital-twin-types&#34;&gt;Digital Twin Types&lt;/h2&gt;
&lt;p&gt;After the &lt;code&gt;Digital Twin Children&lt;/code&gt; are configured in one or more &lt;code&gt;Thing Types&lt;/code&gt;, the Digital Twin Setup screen will now display all of the &lt;code&gt;Digital Twin Types&lt;/code&gt; across all of the &lt;code&gt;Thing Types&lt;/code&gt;.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/digital-twin-types.png&#34;
         alt=&#34;Digital Twin Types&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Digital Twin Types&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
Multi-level Digital Twin Types can be created by adding &lt;code&gt;Digital Twin Children&lt;/code&gt; in the child Thing Types.
&lt;/div&gt;

&lt;h2 id=&#34;digital-twin-diagram--editor&#34;&gt;Digital Twin Diagram / Editor&lt;/h2&gt;
&lt;p&gt;On the Thing Record Page, add the &lt;code&gt;IoT Digital Twin&lt;/code&gt; and easily view/edit the Digital Twin from any Thing in the configured Hierarchy.&lt;/p&gt;
&lt;p&gt;The Diagram shows all of the most recent sensors and calculated fields from all Things in the same Digital Twin.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/digital-twin-diagram.png&#34;
         alt=&#34;Digital Twin Editor&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Digital Twin Editor&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;p&gt;The Editor allows the user to assign Things into the roles in the Digital Twin, as well as easily navigate to any other thing in the Digital Twin.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/digital-twin-editor.png&#34;
         alt=&#34;Digital Twin Editor&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Digital Twin Editor&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h3 id=&#34;digital-twin-api&#34;&gt;Digital Twin API&lt;/h3&gt;
&lt;p&gt;We expose a REST Web Service to retrieve the Digital Twin data for any &amp;ldquo;Thing&amp;rdquo;.
Use the following URL to retrieve the Digital Twin data:&lt;/p&gt;
&lt;p&gt;&lt;a href=&#34;&#34;&gt;YOUR_SALESFORCE_DOMAIN/services/apexrest/SPKI/DigitalTwin/SALESFORCE_ID&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;The REST service will return JSON in the following structure:&lt;/p&gt;
&lt;pre tabindex=&#34;0&#34;&gt;&lt;code&gt;{
  &amp;#34;thingType&amp;#34; : &amp;#34;XXX&amp;#34;,
  &amp;#34;sensors&amp;#34; : [
    { &amp;#34;key&amp;#34;: &amp;#34;SENSOR_NAME_X&amp;#34;, &amp;#34;value&amp;#34;: &amp;#34;XXX&amp;#34; },
    { &amp;#34;key&amp;#34;: &amp;#34;SENSOR_NAME_Y&amp;#34;, &amp;#34;value&amp;#34;: &amp;#34;YYY&amp;#34; }
  ],
  &amp;#34;role&amp;#34; : “XXX”,
  &amp;#34;id&amp;#34; : &amp;#34;SALESFORCE_ID&amp;#34;,
  &amp;#34;externalId&amp;#34; : &amp;#34;UNIQUE_KEY&amp;#34;,
  &amp;#34;children&amp;#34; : [ … Recursive structure for nested Digital Twins … ]
}
&lt;/code&gt;&lt;/pre&gt;
      </description>
    </item>
    
    <item>
      <title>Docs: Context Data</title>
      <link>/docs/salesforce/iot-setup/context-data/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/context-data/</guid>
      <description>
        
        
        &lt;p&gt;Easily Sync Salesforce Data (related to the Thing Object) to the IoT Cloud and Edge Gateway. This Context data can be used in Calculations and Alert Conditions (by using the &lt;code&gt;context&lt;/code&gt; group - e.g. &lt;code&gt;context.someField == &#39;Gold&#39;&lt;/code&gt;), to enhance and provide flexibility in your Thing-Type Specifications.&lt;/p&gt;
&lt;p&gt;All Context fields are synced on a schedule, or can be manually synced for special cases and troubleshooting.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/context-1.png&#34;
         alt=&#34;Context Data Settings&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Context Data Settings&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;global-context-fields&#34;&gt;Global Context Fields&lt;/h2&gt;
&lt;p&gt;Global Context Fields are synced for all Things, regardless of their Thing-Type.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;
&lt;p&gt;Select &lt;strong&gt;New&lt;/strong&gt;.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;In the new row, select &lt;strong&gt;Global Settings&lt;/strong&gt; from the dropdown.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Define the reader friendly &lt;span class=&#34;doc fieldname&#34;&gt;Label&lt;/span&gt; for the field.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Define the &lt;span class=&#34;doc fieldname&#34;&gt;Field Name&lt;/span&gt; to use in calculations and alerts.&lt;/p&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Name Restrictions&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;Must start with a letter.&lt;/li&gt;
&lt;li&gt;Can only contain letters, numbers, and &lt;code&gt;_&lt;/code&gt;.&lt;/li&gt;
&lt;li&gt;Must not contain any spaces.&lt;/li&gt;
&lt;/ul&gt;

&lt;/div&gt;

&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;Select the Object field to associate with this Context field.&lt;/p&gt;
&lt;/li&gt;
&lt;/ol&gt;
&lt;h2 id=&#34;thing-type-context-fields&#34;&gt;Thing-Type Context Fields&lt;/h2&gt;
&lt;p&gt;Thing-Type Context Fields are only synced for Things which match the Thing-Type specified.&lt;/p&gt;
&lt;p&gt;Steps for Thing-Type Context Fields are the same as for &lt;a href=&#34;#global-context-fields&#34;&gt;Global Context&lt;/a&gt; fields, except Step 2: select the desired Thing-Type from the drop down in place of &lt;em&gt;Global Settings&lt;/em&gt;.&lt;/p&gt;
&lt;h2 id=&#34;context-synchronization&#34;&gt;Context Synchronization&lt;/h2&gt;
&lt;p&gt;The sync schedule for the Context fields is managed in the lower section of the Context Data settings page.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;If an existing schedule has already been configured, select &lt;strong&gt;Disable&lt;/strong&gt; prior to configuring the new schedule.&lt;/li&gt;
&lt;li&gt;In the &lt;span class=&#34;doc fieldname&#34;&gt;Schedule&lt;/span&gt; drop-down menu, select the desired frequency.&lt;/li&gt;
&lt;li&gt;Enter the appropriate value in the &lt;span class=&#34;doc fieldname&#34;&gt;At&lt;/span&gt; field.
&lt;ul&gt;
&lt;li&gt;&lt;em&gt;Hourly&lt;/em&gt;: Define how many minutes past the hour to run the sync.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Daily&lt;/em&gt;: Define the time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Weekly&lt;/em&gt;: Define the day of the week and time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Monthly&lt;/em&gt;: Define which day of the month and the time of day.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Enable&lt;/strong&gt;.&lt;/li&gt;
&lt;/ol&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;FYI&lt;/h4&gt;
The &lt;code&gt;chron&lt;/code&gt; expression is shown in the &lt;span class=&#34;doc fieldname&#34;&gt;Status&lt;/span&gt; field.
&lt;/div&gt;

&lt;h2 id=&#34;remove-context-field&#34;&gt;Remove Context Field&lt;/h2&gt;
&lt;ol&gt;
&lt;li&gt;Select the link under the &lt;span class=&#34;doc fieldname&#34;&gt;Custom Metadata Record&lt;/span&gt; column.&lt;/li&gt;
&lt;li&gt;Select the &lt;strong&gt;Delete&lt;/strong&gt; button toward the top of the metadata record.&lt;/li&gt;
&lt;/ol&gt;

      </description>
    </item>
    
    <item>
      <title>Docs: Sensor Data</title>
      <link>/docs/salesforce/iot-setup/sensor-data/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/sensor-data/</guid>
      <description>
        
        
        &lt;p&gt;Sensor data typically lives solely in the IoT Cloud. We realize there are some workflows which required importing data into Saleforce Objects. For such workflows, we enable a Sensor Data Sync which pulls the latest sensor data from the IoT Cloud into the Object you specify in IoT Setup.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/sensor-data-sync.png&#34;
         alt=&#34;Sensor Data Settings&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Sensor Data Settings&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;field-definitions&#34;&gt;Field Definitions&lt;/h2&gt;
&lt;dl&gt;
&lt;dt&gt;Sensor Object&lt;/dt&gt;
&lt;dd&gt;This field defines the Object to pull data into.&lt;/dd&gt;
&lt;dd&gt;The Object must have at least 4 fields to tie to: &lt;code&gt;External ID&lt;/code&gt;, &lt;code&gt;Sensor Name&lt;/code&gt;, &lt;code&gt;Sensor Value&lt;/code&gt;, and &lt;code&gt;Thing Lookup&lt;/code&gt;.&lt;/dd&gt;
&lt;dt&gt;Sensor External ID&lt;/dt&gt;
&lt;dd&gt;The field to hold the External ID of the sensor data object.&lt;/dd&gt;
&lt;dt&gt;Sensor Name&lt;/dt&gt;
&lt;dd&gt;The field to hold the name of the sensor data.&lt;/dd&gt;
&lt;dt&gt;Sensor Value&lt;/dt&gt;
&lt;dd&gt;The field to hold the value of the sensor data.&lt;/dd&gt;
&lt;dt&gt;Sensor Timestamp&lt;/dt&gt;
&lt;dd&gt;The field to hold the timestamp of the sensor data.&lt;/dd&gt;
&lt;dt&gt;Thing Lookup&lt;/dt&gt;
&lt;dd&gt;The field to hold the Lookup to the related Thing Object.&lt;/dd&gt;
&lt;/dl&gt;
&lt;h2 id=&#34;asset-attributes&#34;&gt;Asset Attributes&lt;/h2&gt;
&lt;p&gt;Asset Attributes is a new Standard Object used in Salesforce Field Service and Manufacturing Cloud in Usage-Based and Condition-Based PM Plans. We’ve added support for populating these objects automatically by synchronizing the values from the IoT Cloud as well as automating the creation of the Asset Attribute Definitions.&lt;/p&gt;
&lt;blockquote&gt;
&lt;p&gt;Asset attributes provide a better understanding of the condition of assets and let mobile workers repair and maintain those assets in the field more efficiently. An asset usually has multiple attributes. You can create attributes by defining the values and data types of attribute definitions and associating them with the asset attributes.&lt;/p&gt;
&lt;/blockquote&gt;
&lt;ul&gt;
&lt;li&gt;Ability to easily sync and populate Asset Attributes with clicks-not-code&lt;/li&gt;
&lt;li&gt;Full automation of Asset Attribute Definitions, reducing manual setup tasks&lt;/li&gt;
&lt;li&gt;Ability to filter which Sensors / Calculated Fields / Alert Conditions are sync’d to better support the Asset Attributes data limits&lt;/li&gt;
&lt;li&gt;Asset attribute support in Servitization Plans&lt;/li&gt;
&lt;/ul&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/sensor-data-sync-asset-attr.png&#34;
         alt=&#34;Sensor Data Asset Attributes&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Sensor Data Asset Attributes&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;25 Attributes per Asset limit&lt;/li&gt;
&lt;li&gt;Asset Attribute is a “External Object”, and not allowed to have Custom Fields&lt;/li&gt;
&lt;li&gt;Due to being an External Object, No “Timestamp” Field is available, only the “Last Modified”. This impacts the Servitization ability to bill accurately.&lt;/li&gt;
&lt;li&gt;We Auto-Create Attribute Definitions by Field Name &amp;amp; Data Type (Sensor/CalcField/AlertCondition) - so these names to be be unique or consistent across all of the configured Thing Types&lt;/li&gt;
&lt;li&gt;See &lt;a href=&#34;https://help.salesforce.com/s/articleView?id=sf.fs_asset_attrib_manage_monit_consider.htm&amp;amp;type=5&#34;&gt;Asset Attributes Limitations&lt;/a&gt; for full details&lt;/li&gt;
&lt;/ul&gt;

&lt;/div&gt;

&lt;h2 id=&#34;advanced-sensor-bindings&#34;&gt;Advanced Sensor Bindings&lt;/h2&gt;
&lt;p&gt;A sensor value can be used as the &amp;ldquo;Timestamp&amp;rdquo; of the synchronized Sensor Data. This Timestamp influences downstream processes like Servitization and Reporting. If these fields are NOT filled in, the system will use the default Timestamp in our IoT metadata which indicates the date/time when we received the IoT message.&lt;/p&gt;
&lt;dl&gt;
&lt;dt&gt;Timestamp Sensor&lt;/dt&gt;
&lt;dd&gt;The name of the Sensor (or Calculated Field) to use as the Timestamp of all Sensor Data values&lt;/dd&gt;
&lt;dt&gt;Timestamp Format&lt;/dt&gt;
&lt;dd&gt;The format of the above Timestamp Sensor. Choices are: GMT, Local, Epoch. If using GMT or Local the value should be an ISO formatted date-time, whereas Epoch should be in milliseconds.&lt;/dd&gt;
&lt;dt&gt;Sync Thing Status&lt;/dt&gt;
&lt;dd&gt;Indicator of whether or not to Sync the Thing Status (Normal/Alert/Offline) from the IoT Cloud to Salesforce.&lt;/dd&gt;
&lt;dt&gt;Sync All Fields&lt;/dt&gt;
&lt;dd&gt;Indicator of whether or not to Sync All Fields from the IoT Cloud to Salesforce. If unselected, an editor will be displayed to select which IoT Fields to synchronize, including helper buttons to select all, servitized values only, or sensors only.&lt;/dd&gt;
&lt;/dl&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/sensor-data-sync-fields.png&#34;
         alt=&#34;Sensor Data Asset Attributes&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Sensor Data Asset Attributes&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;sensor-synchronization&#34;&gt;Sensor Synchronization&lt;/h2&gt;
&lt;p&gt;The sync schedule for the Sensor Data is managed in the lower section of the Sensor Data settings page.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;If an existing schedule has already been configured, select &lt;strong&gt;Disable&lt;/strong&gt; prior to configuring a new schedule.&lt;/li&gt;
&lt;li&gt;In the &lt;span class=&#34;doc fieldname&#34;&gt;Schedule&lt;/span&gt; drop-down menu, select the desired frequency.&lt;/li&gt;
&lt;li&gt;Enter the appropriate value in the &lt;span class=&#34;doc fieldname&#34;&gt;At&lt;/span&gt; field
&lt;ul&gt;
&lt;li&gt;&lt;em&gt;Hourly&lt;/em&gt;: Define how many minutes past the hour to run the sync.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Daily&lt;/em&gt;: Define the time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Weekly&lt;/em&gt;: Define the day of the week and time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Monthly&lt;/em&gt;: Define which day of the month and the time of day.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Enable&lt;/strong&gt;.&lt;/li&gt;
&lt;/ol&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;FYI&lt;/h4&gt;
The &lt;code&gt;chron&lt;/code&gt; expression is shown in the &lt;span class=&#34;doc fieldname&#34;&gt;Status&lt;/span&gt; field.
&lt;/div&gt;


      </description>
    </item>
    
    <item>
      <title>Docs: Auto Registration</title>
      <link>/docs/salesforce/iot-setup/auto-registration/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/auto-registration/</guid>
      <description>
        
        
        &lt;p&gt;The Auto-Registration settings focus on how the IoT Registration records are processed.&lt;/p&gt;
&lt;figure class=&#34;doc figure normal&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/auto-registration.png&#34;
         alt=&#34;Auto-Registration Setup&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Auto-Registration Setup&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;registration-settings&#34;&gt;Registration Settings&lt;/h2&gt;
&lt;dl&gt;
&lt;dt&gt;Registration to Thing Lookup&lt;/dt&gt;
&lt;dd&gt;The field on the IoT Registration object to hold the Lookup to the related Thing Object.&lt;/dd&gt;
&lt;/dl&gt;
&lt;h3 id=&#34;registration-expressions&#34;&gt;Registration Expressions&lt;/h3&gt;
&lt;dl&gt;
&lt;dt&gt;Thing Expression&lt;/dt&gt;
&lt;dd&gt;The expression used to find/lookup the corresponding Thing/Asset record&lt;/dd&gt;
&lt;/dl&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/auto-registration-expression.png&#34;
         alt=&#34;Thing Expression&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Thing Expression&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;p&gt;This expression will be used by the Auto-Registration job to lookup the Thing record.
Match fields from the Thing/Asset to the IoT Registration record. If necessary, custom formula fields or other automated fields can be added to either object and configured here.&lt;/p&gt;
&lt;h2 id=&#34;registration-job&#34;&gt;Registration Job&lt;/h2&gt;
&lt;p&gt;The schedule for the Registration Job is managed in the lower section of the page.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;If an existing schedule has already been configured, select &lt;strong&gt;Disable&lt;/strong&gt; prior to configuring a new schedule.&lt;/li&gt;
&lt;li&gt;In the &lt;span class=&#34;doc fieldname&#34;&gt;Schedule&lt;/span&gt; drop-down menu, select the desired frequency.&lt;/li&gt;
&lt;li&gt;Enter the appropriate value in the &lt;span class=&#34;doc fieldname&#34;&gt;At&lt;/span&gt; field
&lt;ul&gt;
&lt;li&gt;&lt;em&gt;Hourly&lt;/em&gt;: Define how many minutes past the hour to run the sync.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Daily&lt;/em&gt;: Define the time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Weekly&lt;/em&gt;: Define the day of the week and time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Monthly&lt;/em&gt;: Define which day of the month and the time of day.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Enable&lt;/strong&gt;.&lt;/li&gt;
&lt;/ol&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;FYI&lt;/h4&gt;
The &lt;code&gt;chron&lt;/code&gt; expression is shown in the &lt;span class=&#34;doc fieldname&#34;&gt;Status&lt;/span&gt; field.
&lt;/div&gt;

&lt;h2 id=&#34;iot-registration-object&#34;&gt;IoT Registration Object&lt;/h2&gt;
&lt;p&gt;IoT Registration records will be auto-created by the IoT Cloud as unrecognized IoT Things are detected, or they can also be created in Salesforce by an integration or any other automation. As the Auto-Registration Job runs it will try to assign any missing data and then call the IoT Cloud API to Register the Thing/Asset.&lt;/p&gt;
&lt;p&gt;Admins can create reports on this object to monitor the status / values:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Status will change from New to Registered if successfully registered&lt;/li&gt;
&lt;li&gt;The &lt;em&gt;Is Missing Data&lt;/em&gt; field will be checked if the Thing, Gateway or Thing Type cannot be determined&lt;/li&gt;
&lt;li&gt;The &lt;em&gt;Results&lt;/em&gt; field will contain details from the API calls&lt;/li&gt;
&lt;/ul&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/things/assets/auto-registration-success.png&#34;
         alt=&#34;IoT Registration Objects&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;IoT Registration Objects&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;NOTE&lt;/h4&gt;
If the status is set to &amp;ldquo;Removed&amp;rdquo; the Auto-Registration Job will call the IoT Cloud API to Deregister the Thing/Asset and then change the status to &amp;ldquo;Deregistered&amp;rdquo;.
&lt;/div&gt;


      </description>
    </item>
    
    <item>
      <title>Docs: Geo-Coding</title>
      <link>/docs/salesforce/iot-setup/geo-coding/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/geo-coding/</guid>
      <description>
        
        
        &lt;p&gt;Bolt Data Connect can be configured to automatically lookup the Geo-Code (longitude/latitude) of Connected Assets (or other related objects).&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/geo-coding.png&#34;
         alt=&#34;Automatic Geo-Coding&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Automatic Geo-Coding&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;address-definitions&#34;&gt;Address Definitions&lt;/h2&gt;
&lt;dl&gt;
&lt;dt&gt;Address SObject&lt;/dt&gt;
&lt;dd&gt;Select the Object which needs to be Geo-Coded&lt;/dd&gt;
&lt;dt&gt;Compound Address Field OR Address Fields&lt;/dt&gt;
&lt;dd&gt;Fill in EITHER the Compound Address Field OR the individual Address Fields&lt;/dd&gt;
&lt;dt&gt;Formatted Address Field&lt;/dt&gt;
&lt;dd&gt;Select a field to save the formatted address. This is required for optimizing calls and reducing costs.&lt;/dd&gt;
&lt;dt&gt;GeoCode Field OR Longitude/Latitude Fields&lt;/dt&gt;
&lt;dd&gt;Fill in EITHER the GeoCode Field OR the individual Longitude/Latitude Fields&lt;/dd&gt;
&lt;/dl&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/geo-coding-address-definition.png&#34;
         alt=&#34;IoT Address Definition&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;IoT Address Definition&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;NOTE&lt;/h4&gt;
We have pre-loaded a record for the standard Asset object, but it can be edited or cloned in the Salesforce &lt;strong&gt;Setup&lt;/strong&gt; &amp;gt; &lt;strong&gt;Custom Metadata&lt;/strong&gt; screen.
&lt;/div&gt;

&lt;h2 id=&#34;address-formats&#34;&gt;Address Formats&lt;/h2&gt;
&lt;dl&gt;
&lt;dt&gt;Address Format&lt;/dt&gt;
&lt;dd&gt;The formatted combination/order of the address fields&lt;/dd&gt;
&lt;dt&gt;Countries&lt;/dt&gt;
&lt;dd&gt;The Country Codes which will utilize this format&lt;/dd&gt;
&lt;/dl&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/geo-coding-address-formats.png&#34;
         alt=&#34;IoT Address Formats&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;IoT Address Formats&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;NOTE&lt;/h4&gt;
We have pre-loaded records for all major Country formats, but it can be edited in the Salesforce &lt;strong&gt;Setup&lt;/strong&gt; &amp;gt; &lt;strong&gt;Custom Metadata&lt;/strong&gt; screen.
&lt;/div&gt;

&lt;h2 id=&#34;geo-coding-job&#34;&gt;Geo-Coding Job&lt;/h2&gt;
&lt;p&gt;The Geo-Code Job will automatically process all the records of the configured objects which have not yet been Geo-Coded.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;If an existing schedule has already been configured, select &lt;strong&gt;Disable&lt;/strong&gt; prior to configuring a new schedule.&lt;/li&gt;
&lt;li&gt;In the &lt;span class=&#34;doc fieldname&#34;&gt;Schedule&lt;/span&gt; drop-down menu, select the desired frequency.&lt;/li&gt;
&lt;li&gt;Enter the appropriate value in the &lt;span class=&#34;doc fieldname&#34;&gt;At&lt;/span&gt; field
&lt;ul&gt;
&lt;li&gt;&lt;em&gt;Hourly&lt;/em&gt;: Define how many minutes past the hour to run the sync.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Daily&lt;/em&gt;: Define the time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Weekly&lt;/em&gt;: Define the day of the week and time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Monthly&lt;/em&gt;: Define which day of the month and the time of day.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Enable&lt;/strong&gt;.&lt;/li&gt;
&lt;/ol&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;FYI&lt;/h4&gt;
The &lt;code&gt;chron&lt;/code&gt; expression is shown in the &lt;span class=&#34;doc fieldname&#34;&gt;Status&lt;/span&gt; field.
&lt;/div&gt;


      </description>
    </item>
    
    <item>
      <title>Docs: Data Snapshots</title>
      <link>/docs/salesforce/iot-setup/data-snapshots/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/data-snapshots/</guid>
      <description>
        
        
        &lt;p&gt;Data Snapshots provide a mechanism to capture sensor data for a specific slice of time. Each Data Snapshot is automatically associated to a Thing, but can also be associated with a secondary parent Object.&lt;/p&gt;
&lt;p&gt;You can define a list of allowable secondary parent Objects on the Data Snapshot setup screen.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/data-snapshot.png&#34;
         alt=&#34;Data Snapshot Setup Screen&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Data Snapshot Setup Screen&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;p&gt;Once configured, Data Snapshots can be viewed on the Parent Object within the IoT Thing Chart Lightning Web Component.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/data-snapshot-wo.png&#34;
         alt=&#34;Data Snapshot on an example Work Order&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Data Snapshot on an example Work Order&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;add-parent-object&#34;&gt;Add Parent Object&lt;/h2&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
Each Parent Object must have a lookup field for the configured Thing Object.
&lt;/div&gt;

&lt;ol&gt;
&lt;li&gt;Select &lt;strong&gt;New&lt;/strong&gt;.&lt;/li&gt;
&lt;li&gt;Select the new Parent Object from the &lt;span class=&#34;doc fieldname&#34;&gt;Parent Object&lt;/span&gt; field.&lt;/li&gt;
&lt;li&gt;Select the field from the new Parent Object used to lookup the related Thing Object.&lt;/li&gt;
&lt;/ol&gt;
&lt;h2 id=&#34;remove-parent-object&#34;&gt;Remove Parent Object&lt;/h2&gt;
&lt;ol&gt;
&lt;li&gt;Under the Parent Object you wish to remove, select the &lt;strong&gt;View Metadata&lt;/strong&gt; link.&lt;/li&gt;
&lt;li&gt;On the new screen, select the &lt;strong&gt;Delete&lt;/strong&gt; button toward the top of the metadata record.&lt;/li&gt;
&lt;/ol&gt;

      </description>
    </item>
    
    <item>
      <title>Docs: Alert History</title>
      <link>/docs/salesforce/iot-setup/alert-history/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/alert-history/</guid>
      <description>
        
        
        &lt;p&gt;Bolt Data Connect can be configured to send IoT Alerts from the IoT Cloud to Salesforce when certain conditions or signals are received from the connected Things. These IoT Alerts are Platform Events, and can be processed in real time using Process Builders, Flows or Triggers. If you would like to also save copies of these IoT Alerts in Salesforce, simply enable this setting and Bolt Data Connect will automatically save received IoT Alerts in the &amp;ldquo;IoT Alert History&amp;rdquo; Object.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/alert-history.png&#34;
         alt=&#34;Alert History Setup&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Alert History Setup&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;field-definitions&#34;&gt;Field Definitions&lt;/h2&gt;
&lt;dl&gt;
&lt;dt&gt;Save Alert History&lt;/dt&gt;
&lt;dd&gt;This field enables / disables the creation of &amp;ldquo;IoT Alert History&amp;rdquo; records.&lt;/dd&gt;
&lt;dt&gt;Thing Lookup&lt;/dt&gt;
&lt;dd&gt;The field on the &amp;ldquo;IoT Alert History&amp;rdquo; Object which represents the Lookup to the related Thing Object. (Default should be &amp;ldquo;IoT Asset&amp;rdquo;)&lt;/dd&gt;
&lt;dt&gt;History to Save (Days)&lt;/dt&gt;
&lt;dd&gt;The number of days of history to save (used by the Cleanup job below).&lt;/dd&gt;
&lt;/dl&gt;
&lt;h2 id=&#34;alert-history-cleanup&#34;&gt;Alert History Cleanup&lt;/h2&gt;
&lt;p&gt;The Cleanup Job will delete these &amp;ldquo;IoT Alert History&amp;rdquo; records based on the provided &amp;ldquo;Days&amp;rdquo; above.&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;If an existing schedule has already been configured, select &lt;strong&gt;Disable&lt;/strong&gt; prior to configuring a new schedule.&lt;/li&gt;
&lt;li&gt;In the &lt;span class=&#34;doc fieldname&#34;&gt;Schedule&lt;/span&gt; drop-down menu, select the desired frequency.&lt;/li&gt;
&lt;li&gt;Enter the appropriate value in the &lt;span class=&#34;doc fieldname&#34;&gt;At&lt;/span&gt; field
&lt;ul&gt;
&lt;li&gt;&lt;em&gt;Hourly&lt;/em&gt;: Define how many minutes past the hour to run the sync.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Daily&lt;/em&gt;: Define the time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Weekly&lt;/em&gt;: Define the day of the week and time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Monthly&lt;/em&gt;: Define which day of the month and the time of day.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Enable&lt;/strong&gt;.&lt;/li&gt;
&lt;/ol&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;FYI&lt;/h4&gt;
The &lt;code&gt;chron&lt;/code&gt; expression is shown in the &lt;span class=&#34;doc fieldname&#34;&gt;Status&lt;/span&gt; field.
&lt;/div&gt;


      </description>
    </item>
    
    <item>
      <title>Docs: Servitization Setup</title>
      <link>/docs/salesforce/iot-setup/servitization/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/servitization/</guid>
      <description>
        
        
        

&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
For an explanation of what Servitization is, visit the &lt;a href=&#34;../../servitization&#34;&gt;Servitization&lt;/a&gt; help document.
&lt;/div&gt;

&lt;p&gt;The below settings control how the Servitization job will generate Servitization Details and also control which output Objects will be created from the details.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/servitization-setup.png&#34;
         alt=&#34;Servitization Settings&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Servitization Settings&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;field-definitions&#34;&gt;Field Definitions&lt;/h2&gt;
&lt;dl&gt;
&lt;dt&gt;Servitization Detail to Thing Lookup&lt;/dt&gt;
&lt;dd&gt;Select the Servitization Detail field which represents a lookup to the Thing Object. (Typically &amp;ldquo;Asset&amp;rdquo;)&lt;/dd&gt;
&lt;dt&gt;Servitization Coverage to Thing Lookup&lt;/dt&gt;
&lt;dd&gt;Select the Servitization Coverage field which represents a lookup to the Thing Object. (Typically &amp;ldquo;Asset&amp;rdquo;)&lt;/dd&gt;
&lt;dt&gt;Thing Business Hours&lt;/dt&gt;
&lt;dd&gt;The field from your Thing object which is a Lookup to Business Hours. OPTIONAL: Only needed if each Thing needs to specify the Business Hours to use. Can also specify a default on each Servitization Plan.&lt;/dd&gt;
&lt;/dl&gt;
&lt;h2 id=&#34;servitization-mappings&#34;&gt;Servitization Mappings&lt;/h2&gt;
&lt;p&gt;These Object Mappings specify which output Objects are created, and the field level mappings of each. For example, you might want to create an &amp;ldquo;Order/OrderLine&amp;rdquo; to represent your Servitization Output. Alternatively, you might instead want to user &amp;ldquo;Quote/QuoteLine&amp;rdquo; or &amp;ldquo;Proforma Invoice/Lines&amp;rdquo;.&lt;/p&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
Click into the Output Mapping first, save and return to this screen before clicking into the Output Line Mapping.
&lt;/div&gt;

&lt;ol&gt;
&lt;li&gt;Select the Target Object first


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
Source Objects are predefined and are available in Field Mappings below
&lt;/div&gt;
&lt;/li&gt;
&lt;li&gt;For any output field you&amp;rsquo;d like to populate, select a Mapping Type.&lt;/li&gt;
&lt;li&gt;Select the Source Field or specify a Value


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Hint&lt;/h4&gt;
Formula fields are powerful for source fields
&lt;/div&gt;
&lt;/li&gt;
&lt;li&gt;Click Save and return to Servitization Settings&lt;/li&gt;
&lt;/ol&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/object-mappings.png&#34;
         alt=&#34;Servitization Settings&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Servitization Settings&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
The Mapping Type of &amp;ldquo;IoT Field&amp;rdquo; is not applicable to Servitization. It is primarily for Alert Handling mappings.
&lt;/div&gt;

&lt;h2 id=&#34;servitization-job-scheduling&#34;&gt;Servitization Job Scheduling&lt;/h2&gt;
&lt;p&gt;The schedule for the Servitization generation is managed in the lower section of the Servitization settings page.&lt;/p&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Recommendation&lt;/h4&gt;
We recommend a daily schedule, even if your output is Weekly or Monthly. This allows for a more granular capturing of Servitization Details.
&lt;/div&gt;

&lt;ol&gt;
&lt;li&gt;If an existing schedule has already been configured, select &lt;strong&gt;Disable&lt;/strong&gt; prior to configuring a new schedule.&lt;/li&gt;
&lt;li&gt;In the &lt;span class=&#34;doc fieldname&#34;&gt;Schedule&lt;/span&gt; drop-down menu, select the desired frequency.&lt;/li&gt;
&lt;li&gt;Enter the appropriate value in the &lt;span class=&#34;doc fieldname&#34;&gt;At&lt;/span&gt; field
&lt;ul&gt;
&lt;li&gt;&lt;em&gt;Hourly&lt;/em&gt;: Define how many minutes past the hour to run the sync.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Daily&lt;/em&gt;: Define the time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Weekly&lt;/em&gt;: Define the day of the week and time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Monthly&lt;/em&gt;: Define which day of the month and the time of day.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Enable&lt;/strong&gt;.&lt;/li&gt;
&lt;/ol&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;FYI&lt;/h4&gt;
The &lt;code&gt;chron&lt;/code&gt; expression is shown in the &lt;span class=&#34;doc fieldname&#34;&gt;Status&lt;/span&gt; field.
&lt;/div&gt;


      </description>
    </item>
    
    <item>
      <title>Docs: Thing Downtime</title>
      <link>/docs/salesforce/iot-setup/thing-downtime/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/thing-downtime/</guid>
      <description>
        
        
        &lt;p&gt;Thing Downtime records can be populated automatically by using the &lt;code&gt;Offline&lt;/code&gt; and &lt;code&gt;Normal&lt;/code&gt; Thing Status Alerts sent from the IoT Cloud.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/thing-downtime.png&#34;
         alt=&#34;Thing Downtime Settings&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Thing Downtime Settings&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;field-definitions&#34;&gt;Field Definitions&lt;/h2&gt;
&lt;dl&gt;
&lt;dt&gt;Downtime Start&lt;/dt&gt;
&lt;dd&gt;The field from the &lt;code&gt;Thing&lt;/code&gt; Object to hold the Datetime of when a new Downtime has begun.&lt;/dd&gt;
&lt;dd&gt;This field will only be populated when a Thing is currently &lt;code&gt;Offline&lt;/code&gt;. When the Thing returns to &lt;code&gt;Normal&lt;/code&gt; this field will be cleared and a related &lt;code&gt;Downtime Object&lt;/code&gt; will be created.&lt;/dd&gt;
&lt;dt&gt;Downtime Object&lt;/dt&gt;
&lt;dd&gt;This field defines the Object to create to represent a Downtime Period of time.&lt;/dd&gt;
&lt;dd&gt;The Object must have at least 4 fields to tie to: &lt;code&gt;Downtime Type&lt;/code&gt;, &lt;code&gt;Start Datetime&lt;/code&gt;, &lt;code&gt;End Datetime&lt;/code&gt;, and &lt;code&gt;Thing Lookup&lt;/code&gt;.&lt;/dd&gt;
&lt;dt&gt;Downtime Type&lt;/dt&gt;
&lt;dd&gt;The field to hold the type of Downtime (will always be populated with a value of &lt;code&gt;Unplanned&lt;/code&gt; in this field for automatically created records based on Thing Status IoT Alerts).&lt;/dd&gt;
&lt;dt&gt;Start Datetime&lt;/dt&gt;
&lt;dd&gt;The field to hold the value of the Date/Time when the Downtime Period began.&lt;/dd&gt;
&lt;dt&gt;End Datetime&lt;/dt&gt;
&lt;dd&gt;The field to hold the value of the Date/Time when the Downtime Period ended.&lt;/dd&gt;
&lt;dt&gt;Thing Lookup&lt;/dt&gt;
&lt;dd&gt;The field to hold the Lookup to the related Thing Object.&lt;/dd&gt;
&lt;/dl&gt;
&lt;h2 id=&#34;sample-downtime&#34;&gt;Sample Downtime&lt;/h2&gt;
&lt;p&gt;Following is a sample Thing Downtime Object that was created based on the settings seen above.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/thing-downtime-period.png&#34;
         alt=&#34;Sample Thing Downtime&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Sample Thing Downtime&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;

      </description>
    </item>
    
    <item>
      <title>Docs: Data Lake Calculations Setup</title>
      <link>/docs/salesforce/iot-setup/data-lake-calculations/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/data-lake-calculations/</guid>
      <description>
        
        
        &lt;p&gt;The below settings control which metric frequency(s) and calulations will be collected for each Thing Type.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/data-lake-calculations.png&#34;
         alt=&#34;Data Lake Calculations Editor&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Data Lake Calculations Editor&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h2 id=&#34;data-lake-calculation-editor&#34;&gt;Data Lake Calculation Editor&lt;/h2&gt;
&lt;h3 id=&#34;metrics-frequencys&#34;&gt;Metrics Frequency(s)&lt;/h3&gt;
&lt;ul&gt;
&lt;li&gt;Select the 1 Month, 3 Month, 6 Month and/or 12 Month Frequency fields to enable the calculation of metrics for each of these time periods. These frequency values will be calculated for all of the selected Metrics Fields below.&lt;/li&gt;
&lt;/ul&gt;
&lt;h3 id=&#34;metrics-fields&#34;&gt;Metrics Fields&lt;/h3&gt;
&lt;p&gt;Select the metric calculations for each of the Thing Type&amp;rsquo;s:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Sensors&lt;/li&gt;
&lt;li&gt;Calculated Fields&lt;/li&gt;
&lt;li&gt;Model Inferences&lt;/li&gt;
&lt;li&gt;Alert Conditions&lt;/li&gt;
&lt;/ul&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Note&lt;/h4&gt;
&lt;p&gt;All fields can calculate COUNT values, but only Numeric fields allow for the calculation of the following values:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;MIN&lt;/li&gt;
&lt;li&gt;MAX&lt;/li&gt;
&lt;li&gt;AVG&lt;/li&gt;
&lt;/ul&gt;

&lt;/div&gt;

&lt;h2 id=&#34;data-lake-calculations-synchronization&#34;&gt;Data Lake Calculations Synchronization&lt;/h2&gt;
&lt;p&gt;When the Job below is run, the calculated metrics from the IoT Cloud will be imported into the following fields on the &lt;strong&gt;IoT Sensor Data&lt;/strong&gt; Object in Salesforce:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;SPKI__DLC_1_Month_XXX&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;SPKI__DLC_3_Month_XXX&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;SPKI__DLC_6_Month_XXX&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;SPKI__DLC_12_Month_XXX&lt;/strong&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/data-lake-calculations-fields.png&#34;
         alt=&#34;Data Lake Calculations Sync Fields&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Data Lake Calculations Sync Fields&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;h3 id=&#34;count-metrics&#34;&gt;COUNT Metrics&lt;/h3&gt;
&lt;ul&gt;
&lt;li&gt;The COUNT values of Boolean fields (including all Alert Conditions) will synchronize to the &lt;strong&gt;COUNT_True&lt;/strong&gt; and &lt;strong&gt;COUNT_False&lt;/strong&gt; fields.&lt;/li&gt;
&lt;li&gt;All other field types will synchronize to the &lt;strong&gt;COUNT_JSON&lt;/strong&gt; field, with all unique values and counts in JSON format.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2 id=&#34;data-lake-calculations-job-scheduling&#34;&gt;Data Lake Calculations Job Scheduling&lt;/h2&gt;
&lt;p&gt;The schedule for the Data Lake Calculations sync job is managed in the lower section of the Data Lake Calculations settings page, ONLY when a Thing Type is NOT selected.&lt;/p&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;Recommendation&lt;/h4&gt;
We recommend a monthly schedule, since these metrics are only calculated in the IoT Cloud monthly as well.
&lt;/div&gt;

&lt;ol&gt;
&lt;li&gt;If an existing schedule has already been configured, select &lt;strong&gt;Disable&lt;/strong&gt; prior to configuring a new schedule.&lt;/li&gt;
&lt;li&gt;In the &lt;span class=&#34;doc fieldname&#34;&gt;Schedule&lt;/span&gt; drop-down menu, select the desired frequency.&lt;/li&gt;
&lt;li&gt;Enter the appropriate value in the &lt;span class=&#34;doc fieldname&#34;&gt;At&lt;/span&gt; field
&lt;ul&gt;
&lt;li&gt;&lt;em&gt;Hourly&lt;/em&gt;: Define how many minutes past the hour to run the sync.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Daily&lt;/em&gt;: Define the time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Weekly&lt;/em&gt;: Define the day of the week and time of day.&lt;/li&gt;
&lt;li&gt;&lt;em&gt;Monthly&lt;/em&gt;: Define which day of the month and the time of day.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;Select &lt;strong&gt;Enable&lt;/strong&gt;.&lt;/li&gt;
&lt;/ol&gt;


&lt;div class=&#34;alert alert-info&#34; role=&#34;alert&#34;&gt;
&lt;h4 class=&#34;alert-heading&#34;&gt;FYI&lt;/h4&gt;
The &lt;code&gt;chron&lt;/code&gt; expression is shown in the &lt;span class=&#34;doc fieldname&#34;&gt;Status&lt;/span&gt; field.
&lt;/div&gt;

&lt;h2 id=&#34;data-lake-calculations-dashboard--reports&#34;&gt;Data Lake Calculations Dashboard &amp;amp; Reports&lt;/h2&gt;
&lt;p&gt;We&amp;rsquo;ve including Reports to show all synchronized metrics for each Frequency.&lt;/p&gt;
&lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/data-lake-calculations-dashboard.png&#34;
         alt=&#34;Data Lake Calculations Dashboard&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Data Lake Calculations Dashboard&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;

      </description>
    </item>
    
    <item>
      <title>Docs: Machine Learning</title>
      <link>/docs/salesforce/iot-setup/machine-learning/</link>
      <pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate>
      
      <guid>/docs/salesforce/iot-setup/machine-learning/</guid>
      <description>
        
        
        &lt;figure class=&#34;doc figure wide&#34;&gt;&lt;img src=&#34;/docs/salesforce/iot-setup/assets/ml-process.png&#34;
         alt=&#34;Machine Learning in BDC IoT Cloud&#34;/&gt;&lt;figcaption&gt;
            &lt;p&gt;Machine Learning in BDC IoT Cloud&lt;/p&gt;
        &lt;/figcaption&gt;
&lt;/figure&gt;
&lt;p&gt;The diagram illustrates the integration of Machine Learning (ML) Data Science with a BDC IoT Cloud ecosystem, involving various components responsible for data processing, model training, and IoT operations.&lt;/p&gt;
&lt;h2 id=&#34;machine-learning-model-process&#34;&gt;Machine Learning Model Process&lt;/h2&gt;
&lt;p&gt;The machine learning model process involves data engineering, where raw data is prepared and then stored in a repository. Data scientists build and train machine learning models using this data. The trained ML models generate inferences based on IoT data, enabling the BDC IoT Cloud to manage and automate IoT devices through the Rules-Engine. Salesforce provides external business integration to align IoT operations with business processes.&lt;/p&gt;
&lt;h4 id=&#34;data-pipeline-data-engineering&#34;&gt;Data Pipeline (Data Engineering)&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Preprocess Data&lt;/strong&gt;: Raw data is collected and preprocessed for quality and format consistency by a &lt;strong&gt;Data Engineer&lt;/strong&gt;.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;&lt;strong&gt;Data Repository&lt;/strong&gt;: Once preprocessed, the data is stored in a repository, which serves as input for the &lt;strong&gt;Model Pipeline&lt;/strong&gt;.&lt;/p&gt;
&lt;/li&gt;
&lt;/ul&gt;
&lt;h4 id=&#34;model-pipeline-data-science&#34;&gt;Model Pipeline (Data Science)&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Feature Engineering and Training&lt;/strong&gt;: The &lt;strong&gt;Data Scientist&lt;/strong&gt; processes data from the repository, applying feature engineering techniques and training machine learning models.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Evaluation&lt;/strong&gt;: After training, the model undergoes evaluation to ensure its performance on test datasets.&lt;/li&gt;
&lt;/ul&gt;
&lt;h4 id=&#34;release-pipeline&#34;&gt;Release Pipeline&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;
&lt;p&gt;The &lt;strong&gt;Release Pipeline&lt;/strong&gt; handles the deployment of the trained and evaluated model. This process includes:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Deploy&lt;/strong&gt;: Deploying the model to production infrastructure.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Approve&lt;/strong&gt;: Stakeholder approval.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Profile&lt;/strong&gt;: Analyzing the model’s performance.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Validate&lt;/strong&gt;: Ensuring the model meets functional and performance requirements.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Package&lt;/strong&gt;: Packaging the final model for release.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;The model is stored in the &lt;strong&gt;Model Registry&lt;/strong&gt;, which serves as a centralized repository for managing and tracking machine learning models. The Model Registry ensures that every version of the model, along with its metadata (such as deployment versions, and associated configurations) is easily accessible for future use or updates.&lt;/p&gt;
&lt;/li&gt;
&lt;/ul&gt;
&lt;h4 id=&#34;bdc-data-cloud-and-salesforce&#34;&gt;BDC Data Cloud and Salesforce&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;
&lt;p&gt;The &lt;strong&gt;ML Model&lt;/strong&gt; developed in the &lt;strong&gt;Machine Learning Data Science&lt;/strong&gt; section produces &lt;strong&gt;Model Inferences&lt;/strong&gt; based on IoT data. These inferences are fed into the &lt;strong&gt;BDC IoT Rules-Engine&lt;/strong&gt;, where they help automate processes within the &lt;strong&gt;BDC IoT Cloud&lt;/strong&gt; by applying decision-making logic.&lt;/p&gt;
&lt;/li&gt;
&lt;li&gt;
&lt;p&gt;The interation between &lt;strong&gt;Salesforce&lt;/strong&gt; and  &lt;strong&gt;BDC IoT Cloud&lt;/strong&gt; helps to synchronize customer data, device management, and analytics with business processes.&lt;/p&gt;
&lt;/li&gt;
&lt;/ul&gt;

      </description>
    </item>
    
  </channel>
</rss>
