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Adaptive Planning
Last Updated: 2023-06-23
Upgrade to Salesforce Version 51 Endpoint

Upgrade to Salesforce Version 51 Endpoint

  • Create your Salesforce data source.
  • Import your Salesforce structure.
  • Use Salesforce version 32 endpoint or older.
  • Security:
    • Integration Operator
       permission.
    • Data Designer
       permission.
New Salesforce data sources already use the Salesforce version 51 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. Version 51 is the most recent endpoint that Adaptive Planning supports.
  1. Go to
    Integration
    Design Integrations
    .
  2. Select your Salesforce data source.
  3. On the
    Actions
     section, select
    Upgrade API to version 51
    .
  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 version 51.