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            Edit a Dataset

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            Edit a Dataset

            Edit a dataset to change its name, app, security, or extended metadata (XMD). You can also replace data in a dataset, restore it to a previous version, or delete it. The dataset edit page also provides key information about when the dataset was created and last updated, and where it is used.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To view a dataset edit page: Use CRM Analytics AND Editor access to the dataset’s app
            To update a dataset name, app, and extended metadata: Use CRM Analytics AND Editor access to the dataset’s app
            To upload and preview data: Upload External Data to CRM Analytics AND Editor access to the dataset’s app
            To edit a dataset security: Edit CRM Analytics Dataflows
            To restore a dataset: Edit CRM Analytics Dataflows

            You can edit a dataset from CRM Analytics home or from the data manager.

            • To edit a dataset from CRM Analytics home, follow these steps.
              1. Click All Items in the left panel.
              2. Click Datasets.
              3. On the right of the dataset, click Action button.
              4. Click Edit.
            • To edit a dataset from the data manager, follow these steps.
              1. In the data manager, click the Data tab.
              2. Click the Datasets subtab.
              3. On the right of the dataset, click Action button.
              4. Click Edit Dataset.
            • To replace the data in the dataset with CSV data, click Replace Data button.
            • Edit the following settings, as needed.
              Option Description
              Dataset name Enter a new name if you’d like to change the name of the dataset. The name cannot exceed 80 characters.
              App Select a new app if you’d like to move the dataset to a different app.
              Extended Metadata File

              Specify an extended metadata file if you’d like to customize the formatting of dashboards associated with the dataset.

              Refer to Extended Metadata (XMD) Developer Guide for information about extended metadata files.
              Sharing Source

              If you have enabled sharing inheritance, specify the object from which you want to inherit sharing for this dataset. You can’t specify a sharing source for datasets created from CSV files. When you select a sharing source, you must also add a security predicate. CRM Analytics populates the Security Predicate field with the value false.

              See Salesforce Sharing Inheritance for Datasets.
              Security Predicate

              Add a security predicate if you’d like to apply row-level security on the dataset.

              For information about predicates, see Set Up Dataset Security to Control Access to Rows.
             
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