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.

In This Section