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API Access for Territory Planning

Territory Planning relies on Salesforce API endpoints under /services/ and access to these endpoints typically requires that you turn on API access for users. To help you determine how to grant API access, review the Web Services APIs that Territory Planning depends on.

Required Editions

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

Options for Granting API Access

In each Territory Planning user’s profile or permission set, we recommend that you turn on the API Enabled system permission. See Supported Editions and Required Permissions in the REST API Developer Guide.

If your environment restricts users from accessing Salesforce APIs with API Access Control settings, also turn on the Allow Visualforce pages to access APIs option. See Restrict Access to APIs with Connected Apps.

Required APIs

Granting API access makes sure that these resources are available for Territory Planning users.

  • Salesforce REST API and Tooling API for retrieving records, configuration metadata, and approval workflows.
  • CRM Analytics REST API for creating and retrieving CRM Analytics datasets used with Territory Planning.
  • Reports and Dashboards REST API for retrieving Salesforce reports used with Territory Planning.
  • Analytics External Data API for importing .csv files to CRM Analytics datasets.
  • Apex REST endpoints for accessing Sales Planning managed package resources required for Territory Planning.
  • Connect REST API for generative AI prompts.
  • OAuth endpoints for authorizing access and redirecting users.

See Also