---
schema_version: "1"
id: 8989bbcc12b04faa6d7d623bc4dcfff862ad86f9a3a717096d709bf7287f0e94
title: Refresh Data Sources for Continual Sales Plan Optimization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_maintenance_data_refresh.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_maintenance_data_refresh.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d4c9c7e6ed891369e2b763a87e746921cb27cda52a9058e428d9a9f7d6522ca7
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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%">
        </colgroup>
        <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="d85741e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85741e70 ">To refresh data for assignment objects:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85741e70 ">
              <p>Sales Planning Admin</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Sales Planning Ops Manager</p>
            </td>

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

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important

Feature is scheduled for retirement as of Summer'26. See [Sales Planning version 1 Retirement](https://help.salesforce.com/s/articleView?id=005224374&type=1&language=en_US)

1. Open your sales plan.
2. In Assignment Objects, click **Show More** | **Refresh Data**. Then select the object data to refresh.
    
    ![Option to refresh data and boundaries for the Account assignment object](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_refresh.png)
3. Click **Refresh**.
    
    Sales Planning starts the process to refresh data for the objects you selected.