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    Loading Data into the Opportunity Data External Source Model
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    Contents

    Loading Data into the Opportunity Data External Source Model

    • 1 Minute to read
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    Article summary

    After creating the Source Model and defining all the fields that are derived from formulas, it is time to load data.

    1. Select Model > External Source Model > Source Data.

    2. Select the name of the Source Model from the drop-down.

    3. Open the source data workbook.

    4. Copy and paste the source data into the first 7 columns.

      ModelingImagesEDSMOppLoad11.png

    5. Click Load Data.

    6. Click Refresh. You will then see the derived fields filled in.

      ModelingImagesEDSMOppLoad21.png

    Note:
    The lookup ESM Model, Opportunity - Daily Calendar, was loaded prior to Opportunity Data being loaded.
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