Data Set and Alignment Browser Window in Salesforce Maps Territory Planning

This article explains what the Data Set and Alignment Browser Window is in Salesforce Maps Territory Planning, and how to use it to create, manage, and remove data sets and alignments.

What Is the Browser Window?

The browser window is the first screen you see when you navigate to Territory Planning in Salesforce Maps. From the browser window, you can:

• Search for data sets and alignments.
• Create new data sets and alignments.
• View, modify, and clone active data sets.
• View, modify, and clone active alignments.
• Archive and delete data sets and alignments.
• Share alignments with others.
• Switch to another alignment.

Browser Window Components

The browser window in Salesforce Maps Territory Planning has the following components:

1. Search Bar: At the top of the browser window, a search bar lets you search for active or archived data sets and alignments by name.
2. Create Data Set Button: A data set is a copy of the data pulled from the source report or the custom SOQL query used. Use this button to create a data set in Territory Planning.
3. Active Section: Under the Active section, click the arrow beside a data set to see a list of all active data sets. Under each data set, you can find the associated alignments that are active and available to be plotted on the map. Each alignment represents a different planning scenario. You only see the data sets you have access to. Hover over a data set to find icons to create an alignment, edit the data set, share the data set and its related alignments, or archive the data set. Hover over an alignment to find options to edit, clone, share, and delete it.
4. Archive Section: Under the Archive section, you can see a list of all data sets that were archived. Archiving a data set also archives its related alignments, so they appear under the data set in the archive section. Only archived data sets can be deleted.

Note: You can also see the status of an alignment (Approved, Submitted) in the browser window. Once an alignment is submitted or approved, you cannot edit or delete it, but you can still clone and share it.

Removing Data Sets and Alignments

Clients can update the status of a data set or alignment to Deleted in Salesforce Maps Territory Planning by:

• Data Set: Archive the data set, then select Delete.
• Alignment: Select Delete.

Data sets and alignments must be hard-deleted through the configuration page under the Territory Planning | Data Management tab. Selecting Permanently Delete removes any data sets and alignments that have a status of Deleted. All related alignments to a data set are also deleted if that data set has a status of Deleted. Once you click Permanently Delete, an Apex batch job runs in the background to clean up the data from the org.