---
schema_version: "1"
id: 243f5d16a290ceea67404706f60859e519d650b3e6e075b0b5bb8396ccdec418
title: Refresh Data Sources for Continual Territory Optimization
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_dataset_sources.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_dataset_sources.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a5d9c3fa4d8b5509a2f312e776ab83602c175badb5f110c5469f813ef420d2b6
description: Support your sales and service teams when you update your company’s territory models continually with the latest data from Salesforce and boundary updates. Create copies of datasets and their alignments that include data from freshly run reports and queries in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Refresh Data Sources for Continual Territory Optimization

Support your sales and service teams when you update your company’s territory models continually with the latest data from Salesforce and boundary updates. Create copies of datasets and their alignments that include data from freshly run reports and queries in 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d41636e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d41636e77 ">To clone datasets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d41636e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Navigate to the dataset that you want to copy with refreshed data sources. Then select **Clone**.
    
    ![Option to clone a dataset from the active datasets list](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/territory_planning_maintain_data_sources.png)
2. Enter a name for the cloned dataset. Then select **Refresh data sources** and **Clone specific alignments**. And select the alignments to include in the cloned dataset.
    
    ![Dataset and alignments cloning with option to refresh data sources](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/territory_planning_maintain_data_sources_1.png)
3. Click **Clone**.
    
    Territory Planning creates the copy of the dataset, which includes the latest data from your sources and current boundaries along with the alignments that you chose.
4. Continue your territory optimization efforts using the refreshed alignments.

#### See Also

- [_Salesforce Help_: Data Coverage for Salesforce Maps Products and Sales Planning](https://help.salesforce.com/articleView?id=salesforce_maps_setup_reference_data_coverage.htm&language=en_US)