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.
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 share 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
Note Sharing a dataset also shares all related alignments, but doesn’t share the alignments’ legend and layer configurations. Users who you share the dataset with see the default legend and layer configurations.
Navigate to the dataset that you want to grant access to. Then select
Share.
To share the dataset and all of its alignments, add users to the dataset.
Select the level of access that you want the user to have, then save your changes.
To share a dataset and its alignments with all Territory Planning users, select
Sharing and an access level.
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