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            Update a Data Cloud Data Source

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            Update a Data Cloud Data Source

            When the underlying dataset changes, for example when a field is added in Data Cloud, the new field isn't included automatically. Edit the data source to add the column to your sales plan.

            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 edit a data source that's built on Data Cloud objects:

            Sales Planning Admin permission set

            AND

            Data Cloud User permission set
            1. Click the Sales Planning Settings tab.
            2. Select Data Sources in the left menu.
            3. Edit the data source that you want to update.
            4. Select the new column that you want to include.
            5. Save your changes.

            See Also

             
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