Create datasets with Salesforce data so that you plan for segmentation, territories, and
quota targets in Sales Planning.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
Considerations for Creating Datasets Make sure that your datasets include data in the correct formats so that your planning processes run smoothly in Sales Planning.
Convert Country Names to Codes Ensure accurate unit assignments to boundaries when you replace country names with codes in Territory Planning live datasets by updating a recipe. Without country codes, your sales plans can include inaccurate assignments.
Add Country Codes to Alignments Plan territories with more accuracy when you add country code attributes to your units in Territory Planning.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
