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Create Datasets for Sales Planning

Plan sales strategies with Salesforce data that you add to datasets for 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 create datasets for Sales Planning:

Sales Planning Admin permission set

AND

One of these:

  • Data Pipelines Base User permission set
  • CRM Analytics Plus Admin permission set
  • CRM Analytics Growth Admin permission set
  1. From the App Launcher, open Data Manager.
  2. Select Connections.
  3. From the SFDC_LOCAL connection, select Edit Objects. Then search for and select the object you want to include in your dataset, such as Account.
    Account object for the dataset
  4. Edit the object by clicking the pencil icon. Select the columns you want to include for your sales planning efforts. For example, select columns that include record IDs, addresses, and annual revenue.
    Column selections to include in the dataset
  5. Save your work.
  6. From the SFDC_LOCAL connection, select Run Now.
    Data Pipelines syncs your data.