---
schema_version: "1"
id: ca98ccc41912a38513ecc528fa5015283ee4dc58ada61db87b842096f12b3d04
title: Configure Options for Data Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_prepare_data_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_prepare_data_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5ff07d820f6910f8bcc662f5472783315ec1dd668278d96d37c9126084df89c2
description: Control how Territory Planning loads, processes, and shows data.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Configure Options for Data Management

Control how Territory Planning loads, processes, and shows data.

### 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%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d35692e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35692e77 ">To manage Territory Planning options in the Salesforce Maps package:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35692e77 ">Customize Application</td>

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

1. From Setup, in the Quick Find box, enter Installed Packages, and then select **Installed Packages**.
2. Click **Configure** next to the Salesforce Maps package.
3. Click **Data Management**.
4. Select and set options for managing data.
    
    ![Data management settings](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_data_management.png)

Territory Planning saves your changes.

- **[How Persistent Legend Filters Work in Territory Planning](https://help.salesforce.com/s/articleView?id=sales.how_persistent_legend_filters_work_in_territory_planning.htm&release=264.0.0&type=5)**  
    When you turn on filter persistence, each user's legend filters stay on that alignment after a refresh or a change in focus.