Reduce manual work and eliminate the need for custom implementations or external alignment tools by configuring advanced rules in Sales Planning and running them on a recurring schedule to keep alignments current. Create territory alignments based on healthcare provider specialties, geographic information, multiple addresses, and other segmentation criteria using a CRM Analytics dataset that supports addresses and specialties.
Where: This feature is available in Lightning Experience in Enterprise and Unlimited editions with the Life Sciences Cloud license and the Life Sciences Cloud for Customer Engagement add-on license, and where the Life Sciences Cloud for Customer Engagement managed package is installed. It also requires the Sales Performance Management (SPM) and Territory Planning (TP) packages.
How: Clone and activate the Data Processing Engine template that generates the CRM Analytics dataset, then select the dataset and its available rule fields in Sales Planning Setup. Create your plan and define segments in Segment Builder. Customize, activate, and run the Refresh and Execute Territory Planning Rules flow to trigger the batch job that calculate alignments automatically. To enable specialty-based rules, turn on the Healthcare Provider Specialty trigger handler in the Admin Console.