Apply the principle of least privilege when you restrict access to datasets and
alignments among teammates in 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 |
To share and control who can view and modify datasets and alignments, their creators can:
- Invite others to gather feedback before publishing.
- Hide datasets and alignments altogether.
- Restrict others’ access. The access that creators apply to datasets also applies to their
alignments.
- Transfer ownership. Keep in mind that the new owners can restrict the creators’ access.
