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Adaptive Planning
Last Updated: 2023-06-23
Steps: Set Up Salesforce Data Sources

Steps: Set Up Salesforce Data Sources

  • Set up your Salesforce instance.
  • Security:
    • Integration Operator
       permission.
    • Data Designer
       permission.
Set up a Salesforce data source so that you can use data from your Salesforce instance in Adaptive Planning for:
  • Sales planning.
  • Sales forecasting.
You can use actuals data from Salesforce and use that data to forecast.
Example: Your users enter data in Salesforce about hot leads, records of orders, or forecasted sales. Once you import to Adaptive Planning, you can use dashboards to analyze and adjust your sales resources to meet sales quotas.
You can't import:
  • Data from reports or data created through app integrations within the Salesforce instance.
  • Salesforce objects that require a subquery. Example: ActivityHistory. We recommend that you expose this data through custom objects. If you try to access objects that require subqueries, you might see an Invalid Type for Operation error message.
  2. As you complete the fields in the
    Settings
     section, consider:
    Option Description
    Username
    Enter the username for the Salesforce user account.
    Password
    Enter the password that's associated with the username and append your Salesforce security token.
    Example: Your password is redrover1492 and your security token is lv4l$Qyfj54gdvzu$9rXLRqUu((G. Enter
    redrover1492lv4l$Qyfj54gdvzu$9rXLRqUu((G
    .
    Use Sandbox?
    Select to use your Salesforce sandbox instance. Select this check box only if your implementation process requires you to test data in a sandbox as part of the data import process.
    Clear this check box when you bring data from your production Salesforce instance.
    Log Level
    Select how much detail that you want to include in any logs:
    • Error
      : Only errors.
    • Info
      : Only basic information. Example: Log when the data source was updated.
    • Verbose
      : Detailed information about all phases and actions.
  3. (Optional) Select
    Test Connection
     to test the connection to your Salesforce instance using this Salesforce data source.
  4. From the
    Actions
     section, click
    Save
    .
  5. From the
    Actions
     section, select
    Import structure
    .
    When you import your structure, Adaptive Planning automatically populates the
    Data Components
     section with all the data tables and data columns that you can import. Slashes through the icon indicates that the columns aren't in the staging tables.
  6. Configure the staging tables and columns of data that you want to import using this data source.
  7. From the
    Actions
     section, import your data.
  8. (Optional) From the
    Actions
     section, clear the staging tables.
Create or use a loader.