Manage the Data Source for a Query

Administrators can quickly create or edit a data source from a query record.

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click   Nimble AMS, Staff View, Button, All Tabs
    .
  2. Click Queries.
  3. Select a list view—like All—and click Go!
  4. Click the name of the query you want to manage.
  5. Click Manage Data Source.
  6. Make any desired changes.
  7. Click Save.

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