---
schema_version: "1"
id: 8c0281e57801512d2b493c9268e0b23bd7454576d885f83a2c71dabeeba25ae9
title: Connect Data Sources to Sales Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/data_sources_management_add_sources.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.data_sources_management_add_sources.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ce270c7c82c37855e54ed1821ced68e1adaa2dc60a0aa91d73aad4f07e87fa6c
description: Start your sales planning process with relevant data from Salesforce or from other proprietary and third-party sources that you connect to in Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Connect Data Sources to Sales Plans

Start your sales planning process with relevant data from Salesforce or from other proprietary and third-party sources that you connect to in Sales Planning.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d24966e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24966e70 ">To set up a data source:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24966e70 ">
              <p>Sales Planning Admin permission set</p>
              <p>AND</p>
              <p>One of these:</p>
              <ul>
                <li>Data Pipelines Base User permission set</li>

                <li>CRM Analytics Plus Admin permission set</li>

                <li>CRM Analytics Growth Admin permission set</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. Click the **Sales Planning Settings** tab.
2. Select **Data Sources** in the left menu.
3. Click **Add**.
4. In Dataset, search for and select a source that you want to connect to.
    
    For example, search for and select from datasets that include accounts, accounts and leads, data from custom objects, or data from outside Salesforce.
5. Add a name for your data source, and then select the columns you want to include.
    
    ![Data source and the columns available for it](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_data_sources.png)
6. Save your changes.