---
schema_version: "1"
id: 6059202465aba620e02b5ab953c04683e0622501f7e0dfdff07e4b6b258ee4e7
title: Creating Datasets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_planning_setup_prepare_datasets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 94b16e10378ba6ed2decdb923c7227983f68782e3a0e6f3ffc1869f0a154a343
description: Create datasets with Salesforce data so that you plan for segmentation, territories, and quota targets in Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Creating Datasets

Create datasets with Salesforce data so that you plan for segmentation, territories, and quota targets in Sales Planning.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

- **[Considerations for Creating Datasets](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_considerations.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_create.htm&release=264.0.0&type=5)**  
    Plan sales strategies with Salesforce data that you add to datasets for Sales Planning.
- **[Transform and Enrich Data for Sales Planning](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_enrich.htm&release=264.0.0&type=5)**  
    Enrich the data in your Sales Planning datasets so that you include critical details for segmentation, territories, and quotas.
- **[Convert Country Names to Codes](https://help.salesforce.com/s/articleView?id=sales.sales_planning_convert_country_codes.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.sales_planning_country_codes_alignments.htm&release=264.0.0&type=5)**  
    Plan territories with more accuracy when you add country code attributes to your units in Territory Planning.
- **[Validate Datasets for Sales Planning](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_validate.htm&release=264.0.0&type=5)**  
    Confirm that your transformed and enriched data meets your requirements for effective sales planning.