Refresh Data Sources for Continual Sales Plan Optimization

Plan your sales strategy using the most recent Salesforce data for assignment objects in your sales plans. You specify which assignment objects’ data to refresh in Legacy Sales Planning.

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 refresh data for assignment objects:	Sales Planning Admin OR Sales Planning Ops Manager

Important

Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

1. Open your sales plan.
2. In Assignment Objects, click Show More | Refresh Data. Then select the object data to refresh.
   
3. Click Refresh.
   Sales Planning starts the process to refresh data for the objects you selected.