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Adaptive Planning
Last Updated: 2026-09-18
Upgrade to the Latest Salesforce Endpoint

Upgrade to the Latest Salesforce Endpoint

  • Create your Salesforce data source.
  • Import your Salesforce structure.
  • Security:
    • Integration Operator
       permission.
    • Data Designer
       permission.
New Salesforce data sources already use the latest Salesforce endpoint and don't require an upgrade.
You might upgrade your endpoint if Salesforce:
  • Forces all their customers to use this endpoint.
  • Adds a feature that you want to use. This new feature requires you to upgrade to an endpoint version that supports it.
  1. Go to
    Integration
    Design Integrations
    .
  2. Select your Salesforce data source.
  3. On the
    Actions
     section, select
    Upgrade API
     to the latest version.
  4. Select
    Compare table structures
    .
  5. (Optional) Review the schema change summary to identify integration dependencies for this upgrade.
  6. Select
    Upgrade
    .
We reimport your data structure from Salesforce and change your data source endpoint to the latest version.