This video shows you how to efficiently map data for the Anaplan Salesforce Connector.

To map objects directly from Salesforce:

  1. Open the Anaplan for Salesforce Connector within Salesforce.
  2. Select Schema Sync from App Launcher dropdown (upper left).
  3. In the dialog Send Salesforce to Anaplan, enter the Model, the target Workspace, and Module names.
  4. Select Initiate.

Review the video below to learn how to copy the source model, target workspace, and module names directly from Anaplan.