---
schema_version: "1"
id: 55f352581cc69d645dda467f01eb50604e71db9b107cfcc09b51d0338f11288a
title: Transform and Enrich Data 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_enrich.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_enrich.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 555dd46a6ce99b0c93ac3587e44604142e4ce6b0a1110d5a36c9eb4c5cde4e42
description: Enrich the data in your Sales Planning datasets so that you include critical details for segmentation, territories, and quotas.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d66117e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66117e70 ">To transform data for Sales Planning:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66117e70 ">
              <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>
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      </table>

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](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_enrich_1.png)
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](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_enrich_2.png)
5. To modify your dataset, next to your object, click **+** and then click **Transform**.
    
    ![Filter option for the object in a 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_enrich_3.png)
6. Create output for your dataset. Click **+** and then click **Output**.
    
    ![Options for saving output for the Sales Planning 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_enrich_4.png)
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)

Note For information about using Sales Planning with Data Pipelines or CRM Analytics, see [Considerations and Allocations for Permissions and Queries](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_setup_prepare_permission_sets_considerations.htm&release=264.0.0&type=5 "Determine each team member’s level of authority based on their goals and anticipate query allocations in Legacy Sales Planning.").