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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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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