---
schema_version: "1"
id: 379412886256d6915f6504feebd44cc21ac8045ad486bad51919e463eb076e7b
title: Creating Datasets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_data_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c67ba5b50f6ee51f38c1179e7761f3057bc0b5736e97b6b2729d7289f89c122d
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Creating Datasets

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

<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 in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

- **[Considerations, Allocations, and Guidelines for Planning Territories with Live Data](https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets_live_data_considerations.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets_static_data_considerations.htm&release=264.0.0&type=5)**  
    Prepare for planning territories with copied Salesforce data when you create datasets in Territory Planning.
- **[Allow Assignments to Boundary and Country Fields](https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets_defined_boundaries.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets_reports.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets_soql_queries.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets_aggregate_records.htm&release=264.0.0&type=5)**  
    Import high volumes of accounts while staying within dataset allocations. Aggregate records as a single unit within each territory boundary in Territory Planning.

#### See Also

- [Adjust Account Assignments in Sales Territories](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_etm_models.htm&release=264.0.0&type=5 "Create datasets that include assigned accounts in a territory model from Sales Territories. Using those datasets, create and optimize alignments in Territory Planning, then publish them as your fine-tuned territories in Salesforce.")