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Transform and Enrich Data for Sales Planning

Enrich the data in your Sales Planning datasets so that you include critical details for segmentation, territories, and quotas.

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 transform data 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 Recipes.
  3. Click New Recipe | Add Input Data. Then search for and select your dataset’s object with the location SFDC_LOCAL, such as Account. Click Next.
    Salesforce object included in the Sales Planning dataset
  4. To filter your dataset, next to your object, click + and then click Filter. For example, you filter accounts to include only ones in the United States.
    Filter option for the object in a dataset
  5. To modify your dataset, next to your object, click + and then click Transform.
    Filter option for the object in a dataset
  6. Create output for your dataset. Click + and then click Output.
    Options for saving output for the Sales Planning dataset
  7. Click Apply, and then click Save and Run.
  8. Enter a name for the recipe, choose whether you’re using the recipe with Data Pipelines or CRM Analytics, and save your work.
Note
Note For information about using Sales Planning with Data Pipelines or CRM Analytics, see Considerations and Allocations for Permissions and Queries.