Create datasets with Salesforce data so that you plan for segmentation, territories, and quota targets in Sales Planning.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled |
- Considerations for Creating Datasets
Make sure that your datasets include data in the correct formats so that your planning processes run smoothly in Sales Planning. - Create Datasets for Sales Planning
Plan sales strategies with Salesforce data that you add to datasets for Sales Planning. - Transform and Enrich Data for Sales Planning
Enrich the data in your Sales Planning datasets so that you include critical details for segmentation, territories, and quotas. - 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. - Add Country Codes to Alignments
Plan territories with more accuracy when you add country code attributes to your units in Territory Planning. - Validate Datasets for Sales Planning
Confirm that your transformed and enriched data meets your requirements for effective sales planning.