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            Controlling Access to Datasets and Alignments

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            Controlling Access to Datasets and Alignments

            Keep managers focused on designing territories in the areas that leadership assigns to them in Territory Planning. Ensure privacy among your managers when you provide everyone access to only their respective areas. Share a dataset and all of its alignments with specific users and choose the level of involvement that you want them to have.

            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
            • Control Access to Datasets
              Give stakeholders access to datasets and all the alignments within them in Territory Planning. Add teammates to a dataset and select their level of access.
            • Control Access to Alignments
              Give stakeholders access to alignments and specific areas within alignments in Territory Planning. To give access to all alignments within a dataset, add teammates to the dataset. Or limit access to specific alignments or alignment areas when you select them for each teammate along with their access level.
             
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