Create Datasets from SOQL Queries

Plan territories by specifying which Salesforce records to include in datasets by using SOQL queries that you write 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

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

To include high volumes of data into your datasets, turn on Bulk API. That way you reduce the likelihood of encountering Salesforce governor limits and speed up the loading process for alignments. 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.
Even with Bulk API turned on, Territory Planning validates SOQL queries using Apex.
In Territory Planning, click Datasets, then click Create. Specify whether you want to plan territories with live or copied data. Enter a name for the dataset and click Next.
Click Build Object Query.
Give your query a name, then select an object.
Select the fields that you want to add or modify. To add field filters, select only the filters that include unencrypted fields. Avoid adding filters that include encrypted fields, such as those encrypted with Shield Platform Encryption.
You can adjust the query directly. For example, use dot notation to pull fields from objects that the base object looks up to.
```
SELECT ID, NAME, ANNUALREVENUE, BILLINGLATITUDE, BILLINGLONGITUDE, OWNER.NAME FROM ACCOUNT
```
To join data from one object to another, specify custom relationships. For example, you plan territories for accounts and you want to relate custom territory information, such as territory IDs and names, to them.
Test your query, then save your work.
Include the query that you created. Click Next.
Select a unit assignment field such as Owner ID. For more field options, turn on Import Object Fields.
Click Finish.