Run queries directly against external data sources with Direct Data.
Required Editions
| Available in: Salesforce Classic and Lightning Experience. |
| Available for an extra cost in: Enterprise, Performance, and Unlimited Editions. Also available in: Developer Edition. |
| User Permissions Needed | |
|---|---|
| To view CRM Analytics Dashboards and lenses: | Use CRM Analytics |
To run queries against external data sources with Direct Data, first enable Explore External Data Directly for your Salesforce org. Then complete these steps.
- From Setup, enter Analytics in the Quick Find box, and select Settings.
- Select Enable Analytics Direct Data for external sources.
- Click Save.
When you make a direct data reference, no data is stored in CRM Analytics. Each time a recipe uses direct data, a query gets the current data. In Data Manager, SFDC_Local connections represent data stored in CRM analytics. Therefore, direct data references aren’t included in SFDC_Local connections.