Design equitable and well-functioning territories for your sales and service teams when
you get the right data from Salesforce into Territory Planning. Create datasets that contain data
from Salesforce reports and queries. Bolster your datasets and any alignments with supplemental
data that you import from other sources.
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
Importing Attributes to Supplement Territory, Market, and Customer Data Get your territories dialed in with supplemental data from outside sources. For example, import account attributes from your company when you create datasets or add market data from a third party to any alignments in Territory Planning.
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