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            Connect Data Sources to Sales Plans

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            Connect Data Sources to Sales Plans

            Start your sales planning process with relevant data from Salesforce or from other proprietary and third-party sources that you connect to in 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 set up a data source:

            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. Click the Sales Planning Settings tab.
            2. Select Data Sources in the left menu.
            3. Click Add.
            4. In Dataset, search for and select a source that you want to connect to.
              For example, search for and select from datasets that include accounts, accounts and leads, data from custom objects, or data from outside Salesforce.
            5. Add a name for your data source, and then select the columns you want to include.
              Data source and the columns available for it
            6. Save your changes.
             
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