---
schema_version: "1"
id: 64deea11281c5f1d850be44aa4b0fd569a396bd5983b17a01da089f85a8eaef7
title: Manage Complex Territory Alignments with Advanced Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_lsc_customer_engagement_account_territory_alignment.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_account_territory_alignment.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8edb447ff5a09b11008505f2ec8d5b9b9fef9abcb128f4481bac5d020c79f364
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Manage Complex Territory Alignments with Advanced Rules

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.