Importing Data for Planning Territories

Design equitable and well-functioning territories for your sales and service teams when you get the right data from Salesforce into Territory Planning. Create datasets that contain data from Salesforce reports and queries. Bolster your datasets and any alignments with supplemental data that you import from other sources.

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

Importing Attributes to Supplement Territory, Market, and Customer Data
Get your territories dialed in with supplemental data from outside sources. For example, import account attributes from your company when you create datasets or add market data from a third party to any alignments in Territory Planning.

Importing Data for Planning Territories

Required Editions

See Also