Design high-performing territories that promote a fair distribution of work, eliminate gaps in coverage, and improve customer experiences with your company.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled |
- Implementing Territory Planning
Prepare sales and service operations for designing territories that promote fair distributions of work, eliminate gaps in coverage, and improve customer experiences with your company. - Importing Data for Planning Territories
Design equitable and well-functioning territories for your sales and service teams when you get the right data from Salesforce into Territory Planning. Create datasets that contain data from Salesforce reports and queries. Bolster your datasets and any alignments with supplemental data that you import from other sources. - Designing Strategic Territories
Meet and exceed sales and service goals when you adjust territory plans for the changing times in Territory Planning. Optimize territories for in-person and remote visits, and focus on key areas using heat and choropleth maps that you set up with relevant attributes. - Keeping Territories Running Smoothly
Maintain sales and service territories between regularly scheduled updates and compelling events. For example, reflect staffing changes and fine-tune unit assignments so that every territory operates the way you intend in Territory Planning.