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            Create Datasets That Include High Account Volumes

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            Create Datasets That Include High Account Volumes

            Import high volumes of accounts while staying within dataset allocations. Aggregate records as a single unit within each territory boundary in Territory Planning.

            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 create datasets in Territory Planning:

            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
            1. If you plan to use SOQL queries as data sources for your datasets, it’s best to enable Bulk API, which speeds the import process and reduces the likelihood of you encountering Salesforce governor limits. Otherwise, skip to Step 2.
              From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages. Next to the Salesforce Maps package, click Configure. Under Territory Planning, select Data Management, and then select Bulk API.
            2. In Territory Planning, click Datasets, then click Create. Enter a name for the dataset.
              Create a dataset
            3. Select territory boundaries and filter them as needed, then click Apply | Next.
              Select territory boundaries and filter them
            4. Include any combination of reports and SOQL queries as your sources. If you expect to exceed the 250,000 record allocation for your dataset, select Aggregate Records for any of your sources. While aggregating records reduces granularity for some records, it helps you stay within the dataset’s 250,000 record allocation.
              Add sources that include any combination of SOQL queries and reports
            5. Click Next.
            6. If you don’t see the options you need for unit assignment, latitude, or longitude, turn on Import Object Fields, then select a unit assignment field such as Owner ID.
              Select object fields for create a dataset
            7. To supplement your data with attributes from external sources in CSV files, click Import from CSV, then add the CSV files that you want.
              Import external values
            8. Click Finish.

            See Also

             
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