---
schema_version: "1"
id: 21a7f2104ab2c26067fb8fe4a3855c1cd914ec39a9f2dcec0ef69bb639bd11c9
title: Create Datasets for Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_planning_setup_prepare_datasets_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fe202fea6a8abfd2cf368a4a036b71318d008e18b1846b81f61a5114acbb2cd0
description: Plan sales strategies with Salesforce data that you add to datasets for Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create Datasets for Sales Planning

Plan sales strategies with Salesforce data that you add to datasets for 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="d27951e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27951e70 ">To create datasets for Sales Planning:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27951e70 ">
              <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. 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](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_datasets_create_1.png)
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](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_datasets_create_2.png)
5. Save your work.
6. From the SFDC\_LOCAL connection, select **Run Now**.
    
    Data Pipelines syncs your data.