---
schema_version: "1"
id: c0896cf4e8381471cab847fb1807e620f4cd1d32d255f67445c3cdf40e896602
title: Dataset Concepts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_key_concepts_data_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_key_concepts_data_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 94e26daaacc801fc569d72bc15ea1cd544b05bcfb53bcb911e2d9aaeaaab4ad5
description: Create territory plans using live Salesforce data or Salesforce data that you copy into datasets for Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Dataset Concepts

Create territory plans using live Salesforce data or Salesforce data that you copy into datasets for Territory Planning.

### 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>

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.

![Data sets in relation to the data import and alignment publishing process](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_key_concept_data_sets_1.png)

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.

#### See Also

- [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.")