Create quota plans from territory hierarchy, owner, and attribute data within sales plan segments. Design territories with current Salesforce data. And distribute work fairly among sales teams that don't rely on geographic boundaries.
- Territory Planning
Import custom Area fields into an alignment, and run a flow or Lightning web component from the alignment. Carve postal-code territories in Taiwan, Vietnam, and Mexico, and choose where non-boundary rules publish when a territory splits. Track assignment-rule and locked-unit changes, keep legend filters across sessions, and give planning teams edit access to alignments.