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            Publish Territory Updates to Specific Fields in Salesforce

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            Publish Territory Updates to Specific Fields in Salesforce

            Populate Salesforce fields with updated territory data from Territory Planning. Most commonly, you update Salesforce fields that correspond with the records you import for your datasets.

            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 publish alignments:

            Sales Planning Ops Analyst permission set

            AND

            Query for Datapipelines User for Sales Planning permission set

            AND

            SF Maps Territory Planning for Sales Planning permission set

            For example, you create a dataset that includes Salesforce accounts. You then optimize focuses in Territory Planning, which updates account owners for many of your accounts. So you publish those updates to your account records in Salesforce.

            1. From the map, click Publish.
              Publish option
            2. Select Salesforce Fields, and click Next.
              Option for publishing to Salesforce fields
            3. Set the publish scope to Focus. Under Add Object, select the unit that you want to publish, such as Accounts in the USA.
            4. Select the target Salesforce object, such as Account.
            5. Select the source field that you want to publish and its corresponding Salesforce field that you want to update.

              For example, you want the owner identifications for accounts in Salesforce to reflect the updated owner identifications in Territory Planning, so you select Owner Id for the source and target fields.

              Settings for publishing account owner updates to Salesforce account records
            6. Click Next. Review your changes, then publish them. If any data fails to publish, download the log file, fix the errors, and publish again.
             
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