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
|
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Click the Sales Planning Settings tab.
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Select Data Sources in the left menu.
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Edit the data source that you want to update.
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Select the new column that you want to include.
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Save your changes.
