Data Source Home View

Location: /a/<team_slug>/data-sources/<uid>/update/home

After clicking New or existing Data Source card, you will be directed to the Create/Update Home View.

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Navigation the Data Source Menus

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Upon opening a new Data Source, you will see a navigation bar across the top of the screen. Use the tabs to navigate to different views within the Data Source. More on the view below.

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Understanding the Data Source Home View

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  1. Data Source Type - Either CSV or Salesforce connection.
  2. Data Source Name - The name of this Data Source to be used across the application.
  3. Data Source Description - Optional field for adding a description for users.

Types of Data Sources

There are two types of Data Sources correlating with the two methods for ingesting accounts data:

  1. Salesforce - More on using Salesforce-type Data Sources here.
  2. CSV File - More on using CSV-type Data Sources here.