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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.
| 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 |
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