Loading Data into the Opportunity Data External Source Model
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Loading Data into the Opportunity Data External Source Model
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After creating the Source Model and defining all the fields that are derived from formulas, it is time to load data.
Select Model > External Source Model > Source Data.
Select the name of the Source Model from the drop-down.
Open the source data workbook.
Copy and paste the source data into the first 7 columns.
Click Load Data.
Click Refresh. You will then see the derived fields filled in.
Note:
The lookup ESM Model, Opportunity - Daily Calendar, was loaded prior to Opportunity Data being loaded.
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