Assign yourself or a colleague as the OAuth user. Territory Planning processes data management and alignment optimizations through the OAuth user on Salesforce Maps servers. That way, nobody’s affected during intensive system processing.
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 |
| User Permissions Needed | |
|---|---|
| To manage Territory Planning options in the Salesforce Maps package: | Customize Application |
Regardless of who creates and manages datasets and alignments, Territory Planning processes that work through the OAuth user. That user requires access to Territory Planning and any Salesforce objects involved in the data import process, such as the Account and Opportunity objects.
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To designate yourself as the OAuth user, log in to Salesforce with your username and
password. Or to designate a colleague, ask that colleague to log in to Salesforce with their
username and password.
The person you designate as the OAuth user completes the rest of this procedure.
- From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
- Click Configure next to the Salesforce Maps package.
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To meet data residency requirements, open your permission groups and
set Off-Platform Processing Location to the location that matches your
Salesforce instance location. For example, your Salesforce instance is based in Europe, so you
set your off-platform processing location to Europe in each permission group.
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Select OAuth. Then, click Authorize.
- Click Allow Access.