Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Designate an OAuth User for Data Processing and Optimizations

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Designate an OAuth User for Data Processing and Optimizations

            Assign yourself or a colleague as the OAuth user. Territory Planning processes data management and alignment optimizations through the OAuth user on Salesforce Maps servers. That way, nobody’s affected during intensive system processing.

            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 manage Territory Planning options in the Salesforce Maps package: Customize Application

            Regardless of who creates and manages datasets and alignments, Territory Planning processes that work through the OAuth user. That user requires access to Territory Planning and any Salesforce objects involved in the data import process, such as the Account and Opportunity objects.

            1. To designate yourself as the OAuth user, log in to Salesforce with your username and password. Or to designate a colleague, ask that colleague to log in to Salesforce with their username and password.
              The person you designate as the OAuth user completes the rest of this procedure.
            2. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            3. Click Configure next to the Salesforce Maps package.
            4. To meet data residency requirements, open your permission groups and set Off-Platform Processing Location to the location that matches your Salesforce instance location. For example, your Salesforce instance is based in Europe, so you set your off-platform processing location to Europe in each permission group.
              Off-platform processing location
            5. Select OAuth. Then, click Authorize.
              Territory Planning oauth authorization
            6. Click Allow Access.
             
            Loading
            Salesforce Help | Article