Create datasets with Salesforce data so that you plan for segmentation, territories, and
quota targets in Sales Planning.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
Considerations for Creating Datasets Make sure that your datasets include data in the correct formats so that your planning processes run smoothly in Sales Planning.
Convert Country Names to Codes Ensure accurate unit assignments to boundaries when you replace country names with codes in Territory Planning live datasets by updating a recipe. Without country codes, your sales plans can include inaccurate assignments.
Add Country Codes to Alignments Plan territories with more accuracy when you add country code attributes to your units in Territory Planning.
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