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Sales Performance Management
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            Refresh Data Sources for Continual Territory Optimization

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            Refresh Data Sources for Continual Territory Optimization

            Support your sales and service teams when you update your company’s territory models continually with the latest data from Salesforce and boundary updates. Create copies of datasets and their alignments that include data from freshly run reports and queries 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 clone datasets:

            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. Navigate to the dataset that you want to copy with refreshed data sources. Then select Clone.
              Option to clone a dataset from the active datasets list
            2. Enter a name for the cloned dataset. Then select Refresh data sources and Clone specific alignments. And select the alignments to include in the cloned dataset.
              Dataset and alignments cloning with option to refresh data sources
            3. Click Clone.
              Territory Planning creates the copy of the dataset, which includes the latest data from your sources and current boundaries along with the alignments that you chose.
            4. Continue your territory optimization efforts using the refreshed alignments.

            See Also

             
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