---
schema_version: "1"
id: 044eb51947f455c6b602f362a93e3a916fcbea24b159b0ff2e1018c02f6bc3e3
title: Territory Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eca43c6cc7714c412e3a374dfefac99458d71e9c2e575f593e1d839bed51f6f8
description: Design high-performing territories that promote a fair distribution of work, eliminate gaps in coverage, and improve customer experiences with your company.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Territory Planning

Design high-performing territories that promote a fair distribution of work, eliminate gaps in coverage, and improve customer experiences with your company.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

- **[Implementing Territory Planning](https://help.salesforce.com/s/articleView?id=sales.territory_planning_implementation.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_import.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain.htm&release=264.0.0&type=5)**  
    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.