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Sales Performance Management
Set Up a Data Cloud Data Source

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Set Up a Data Cloud Data Source

Use a Data Cloud Data Model Object (DMO) or Data Lake Object (DLO) as the data source for a sales plan. Select the Data Cloud source, choose the columns that you want, and share the data source with the users who need it.

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 set up a data source and build a sales plan on Data Cloud objects:

Sales Planning Admin permission set

AND

Data Cloud User permission set
To set up a data source and build a sales plan on CRM Analytics data:

Sales Planning Admin permission set

AND

Data Pipelines Base User permission set

Before you set up a Data Cloud data source, complete these steps.

  • Set up and configure Data Cloud in your org.
  • Create your DMOs or DLOs in Data Cloud. Sales Planning doesn't create DMOs. Build them in Data Cloud first, for example with Batch Data Transform, which is the Data Cloud equivalent of a CRM Analytics recipe.
  • Assign the Data Cloud User permission set to everyone who works with sales plans that are built on Data Cloud objects.
  • Grant the OAuth user on Salesforce Maps servers access to your Data Cloud DLOs and DMOs. Territory Planning uses this OAuth user for alignment optimizations.
  • Rename any field whose API name contains special characters. For example, change Owner.Name to OwnerName. Fields with special characters in their API names aren't available in Sales Planning.
  1. Click the Sales Planning Settings tab.
  2. Select Data Sources in the left menu.
  3. Click Add.
  4. For the data source type, select Data Cloud.
  5. In Dataset, search for and select the Data Cloud DMO or DLO that you want to connect to.
  6. Add a name for your data source, and then select the columns that you want to include.
  7. Save your changes.

See Also

 
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