Data Cloud Data Sources in Sales Planning

Why Build Sales Plans on Data Cloud Data

Data Pipeline includes only 50 licenses per org, regardless of how many Sales Planning licenses you buy. Data Cloud isn't capped this way, so more of your managers collaborate on planning without extra license purchases. Data Cloud data also works across the same Sales Planning capabilities as CRM Analytics data, including segmentation, territory alignment, and stamping.

CRM Analytics Data Pipeline data sources continue to work, and you use both source types in the same org.

Note Data Cloud uses a usage-based model. Records that Sales Planning processes, queries, or analyzes for your sales plans consume Data Cloud service credits. Data Cloud measures and bills this usage separately from your Sales Planning data allowance.

Segmentation with Data Cloud Data

After you connect a Data Cloud source, the planning experience works the same as it does with CRM Analytics data. In the Segment Builder, you split segments by specific fields, create segments with AI assistance, and assign records through the record explorer.

Territory Planning with Data Cloud Data

Design territories with either live data or copied data.

• Live data—Design on the latest record data without copying it. Live data supports Report, Query, and Segment data sources, up to 100,000 records and 20 columns at a time. Latitude and longitude fields are optional, but they're required to show individual locations on a map. Territory model queries and aggregation aren't supported with live data.
• Copied data—Store a static copy of records and their locations in a dataset. Source changes aren't reflected automatically, so define all required fields and geographic boundaries when you create the copy. Copied data counts against your data allocations and supports aggregation and a variety of boundary types.

To keep underlying data changes from affecting territory carving, stamp the segment before you create the territory plan.

Segment Stamping

Stamping creates a frozen dataset that contains only the data from the stamped segment. Stamp a segment to carve territories without ongoing data changes affecting the plan.

• Stamped datasets are added to the Sales Planning Data app that Data Pipelines configuration creates.
• When that app doesn't exist, datasets are created in the OAuth user's personal folder, where other users can't access them. Sales Planning tries to move these datasets to the shared app each time you open the plan.