Specify which Salesforce data to include in Territory Planning from reports that you run using your custom report types and SOQL queries that you write.
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 |
- Considerations, Allocations, and Guidelines for Planning Territories with Live Data
Prepare for planning territories with live Salesforce data and discover how it differs from copied data when you create datasets in Territory Planning. - Considerations for Planning Territories with Copied Data
Prepare for planning territories with copied Salesforce data when you create datasets in Territory Planning. - Allow Assignments to Boundary and Country Fields
Keep unit assignments consistent across Salesforce, Territory Planning, and Sales Territories. Territory Planning matches boundary and country fields for unit assignments so the assignments stay the same throughout the planning process. - Create Datasets from Reports
Plan territories by specifying which Salesforce records to include in Territory Planning datasets. For your data sources, you select from reports that you’ve run from your custom report types. - Create Datasets from SOQL Queries
Plan territories by specifying which Salesforce records to include in datasets by using SOQL queries that you write in Territory Planning. - Create Datasets That Include High Account Volumes
Import high volumes of accounts while staying within dataset allocations. Aggregate records as a single unit within each territory boundary in Territory Planning.