Create territory plans using live Salesforce data or Salesforce data that you copy into datasets for Territory Planning.
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 |
It's best to plan territories with live Salesforce data. That way, you can ensure that your territory planning always reflects updates to Salesforce records. If you prefer to work with copied data, import it into Territory Planning datasets. If you import data, depending on your business processes, consider refreshing your data sources periodically so that Territory Planning includes more current, relevant Salesforce data.
We see how importing data using Salesforce reports, SOQL queries, Sales Planning segments, or a combination of them creates your dataset. Supplement the data with external attributes when you import data, or work with your alignments.