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In this session, we will create a data set template and flow. To create a data set, click on create and choose a type and primary entity. The primary entity determines where the flow will appear in the CRM. In this example, we will work with quotes. In the data set builder, select the fields and relations you want to add. It is recommended to only choose the necessary fields. Toggle advanced fields at your own risk. Under relations, you can select entities to add to your data set, such as opportunity, owner, and potential customer. The entities added will be displayed in the data set.
