Convert Country Names to Codes

Ensure accurate unit assignments to boundaries when you replace country names with codes in Territory Planning live datasets by updating a recipe. Without country codes, your sales plans can include inaccurate assignments.

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled

User Permissions Needed
To convert country names to codes with recipes:	Sales Planning Admin permission set AND One of these: Data Pipelines Base User permission set CRM Analytics Plus Admin permission set CRM Analytics Growth Admin permission set

Note If you prefer not to use recipes, add country codes to data sources in Sales Planning or directly to alignments. See the linked resources for more details.

1. From Setup, in the Quick Find box, enter Data Pipeline, and then select Getting Started.
2. Click Launch Data Manager. Then click Recipes.
3. Open a recipe.
4. Add a transform node before the Output node.
5. Click Formula in the Transform section, and then Custom Formula.
   
6. In Formula Editor, create a formula to covert each value in your country attribute to its corresponding country code.
7. For the Output Type, select Text.
8. Click Apply.
9. Test the formula in the Preview panel and confirm it works as you expect.
10. Save and run the recipe.
11. Add the country code attribute to a data source or territory plan alignment.