---
schema_version: "1"
id: 59417ee43105856b40e15e9ca8a988ff1f842ccc18cd55b58b007254e384654c
title: Validate 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_validate.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_validate.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f728df1977b11e5e2d02916392af9f32a4958515bc39ff8f04321016cd449fa2
description: Confirm that your transformed and enriched data meets your requirements for effective sales planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Validate Datasets for Sales Planning

Confirm that your transformed and enriched data meets your requirements for effective 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="d93453e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d93453e70 ">To validate datasets for Sales Planning:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d93453e70 ">
              <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 **Data Assets**.
3. Search for and select your dataset. Then expand its option menu and click **Explore**.
    
    ![Option to explore values 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_validate_1.png)
4. To review the data in the dataset, click **Table Mode** | **Values Table**.