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            Defining Records and Fields for Your Datasets

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            Defining Records and Fields for Your Datasets

            Identify the data that you want to include in your datasets, such as location and account ownership details. Next, you create custom report types, add fields that include the data, and set values for any default fields you want. You then create datasets in Territory Planning from reports that you run using your custom report types.

            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
            • Create Custom Report Types That Integrate with Sales Territories
              Gather account and territory data in custom report types for integrating Territory Planning with Sales Territories. With that data, you create datasets from Salesforce reports that you run using your custom report types. Sales and service operations can then optimize territories and publish updated models to Sales Territories.
            • Create Custom Report Types That Include Account Ownership or Address Details
              Pull together account ownership and location details in custom report types. You later create datasets in Territory Planning from reports that you run using those custom report types. Sales and service operations can then optimize territory models. Those models are then available to publish to Salesforce Maps as shape layers or export in CSV format for other territory management systems.
            • Run Reports from Your Custom Report Types
              Create reports that include data from the objects and their fields that you added to your custom report types. When you later import your data, you assemble your Territory Planning datasets using those reports and the data in them.
             
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