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            Validate Datasets for Sales Planning

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            Validate Datasets for Sales Planning

            Confirm that your transformed and enriched data meets your requirements for effective sales planning.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
            User Permissions Needed
            To validate datasets for Sales Planning:

            Sales Planning Admin permission set

            AND

            One of these:

            • Data Pipelines Base User permission set
            • CRM Analytics Plus Admin permission set
            • CRM Analytics Growth Admin permission set
            1. From the App Launcher, open Data Manager.
            2. Select Data Assets.
            3. Search for and select your dataset. Then expand its option menu and click Explore.
              Option to explore values in the dataset
            4. To review the data in the dataset, click Table Mode | Values Table.
             
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