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            Set Up A Sandbox for Prospecting Center

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            Set Up A Sandbox for Prospecting Center

            In a sandbox, delete the related data transforms and data lake objects (DLO) to enable Prospecting Center without errors. You can also set up your sandbox, if you’ve enabled Prospecting Center on your production Salesforce org and you want to test features.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            Important
            Important Prospecting Center is scheduled for retirement in all Salesforce orgs as of April, 2026. For existing customers, Prospecting Center remains available till April 2027.
            User Permissions Needed
            To enable users to access the Prospecting Center app: Prospecting Center User

            Make sure Sales Engagement and Data 360 are enabled.

            1. In the Data Cloud Setup, enter Salesforce CRM, and then click Salesforce CRM.
            2. Activate your Salesforce CRM connector using the dropdown.
            3. In the App launcher, enter Data Transforms, and then click Data Transforms.
              The list of data transforms in your org appears.
            4. Identify the data transforms with the names ExtractEmailMessageTopics_Home, ExtractEventParticipantsAndTopics_Home, and ExtractVoiceCallParticipantsAndTopics_Home for Home org and ExtractEmailMessageTopics_<orgalias>, ExtractEventParticipantsAndTopics_<orgalias>, and ExtractVoiceCallParticipantsAndTopics_<orgalias> for Companion org.
            5. To delete each of these data transforms, use the dropdown and select Delete.
            6. In the App Launcher, enter Data Lake objects, and then click Data Lake Objects.
              The list of data lake objects in your Saleforce org appears.
            7. To determine the DLOs that need to be deleted, identify the DLOs with the names EventParticipant_Home, EventTopic_Home, VoiceCallParticipant_Home, VoiceCallTopic_Home, and EmailMessageTopic_Home for Home org and EventParticipant_<orgalias>, EventTopic_<orgalias>, VoiceCallParticipant_<orgalias>, VoiceCallTopic_<orgalias>, and EmailMessageTopic_<orgalias> for Companion org.
            8. Open each DLO to identify if it has field mappings. If field mappings don’t exist, delete the DLO. If field mappings exist, delete the field mappings, and then delete the DLO.
            9. If the Remove Mappings button is disabled, click Delete Object.
             
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