---
schema_version: "1"
id: c5df8ae39fd1b0acf1a4f1a656017100a6fb9ab6dccb596d2f6e26dc810c96a9
title: Add Unit Attributes to Alignments Created from Segments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_alignment_live_data_attributes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignment_live_data_attributes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b05ba2ea2d0a286a808867555e9bfd290c0935865498ce81301d2e9f21b8fe71
description: Enhance the information in live alignments that are managed in CRM Analytics and created using segment data sources in Territory Planning. Set up attribute fields in a CRM Analytics connection and recipe, then include those attributes in your alignment.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Add Unit Attributes to Alignments Created from Segments

Enhance the information in live alignments that are managed in CRM Analytics and created using segment data sources in Territory Planning. Set up attribute fields in a CRM Analytics connection and recipe, then include those attributes in your alignment.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d55072e79">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55072e79 ">To manage and create a recipe:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55072e79 ">
              <p>Edit CRM Analytics Dataflows</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Edit Dataset Recipes</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d55072e79 ">To add attributes to alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d55072e79 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

## Manage the Connection and Recipe in CRM Analytics

To get started, include the attribute fields in a CRM Analytics data connection and recipe.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)

Note For details about setting up a CRM Analytics data connection and recipe for Sales Planning, see [Create Datasets for Sales Planning](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_create.htm&release=264.0.0&type=5 "Plan sales strategies with Salesforce data that you add to datasets for Sales Planning.") and [Transform and Enrich Data for Sales Planning](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_datasets_enrich.htm&release=264.0.0&type=5 "Enrich the data in your Sales Planning datasets so that you include critical details for segmentation, territories, and quotas.").

1. From the App Launcher, find and select **Data Manager**.
2. Modify a connection to include the attribute fields.
    1. Select **Connections**.
    2. Select the object that specifies the fields that you want to include as attributes.
    3. Select the fields to include, and save your changes.
    4. Sync the connection.
3. Modify a recipe to include the attribute fields.
    1. Select **Recipes**.
    2. Open the recipe that includes your dataset.
    3. Select the object node, then click **Change columns**.
        
        For example, if your recipe is based on accounts, click the Account node.
    4. Select the fields that you want to include as attributes and click **Next**.
    5. Verify that the fields that you added appear in the Preview pane, and then run the recipe.
4. Sync the connection again.

## Add Attributes to the Sales Plan

After the CRM Analytics recipe runs, add the attribute fields to your sales plan.

1. Return to Sales Planning, and click the **Sales Plan Settings** tab.
2. Select Data Sources.>
3. Open the data source that’s used with your CRM Analytics connection and recipe.
4. From the Available list, select the attribute fields that you added in CRM Analytics and move them to the Selected list.
5. Save your changes.

## Add Attributes in Territory Planning

Finally, add the attribute fields to the alignment in Territory Planning.

1. Open the alignment that you want to modify.
2. In alignment builder, click the gear icon to open the settings window.
3. Select **Attributes** (1) and click **Add from Segment** (2).
    
    ![The alignment settings window, showing the options to add an attribute from a segment](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_alignment_live_attributes.png)
4. Select the fields that correspond to the attributes that you added, and save your changes.

#### See Also

- [Connect Data Sources to Sales Plans](https://help.salesforce.com/s/articleView?id=sales.data_sources_management_add_sources.htm&release=264.0.0&type=5 "Start your sales planning process with relevant data from Salesforce or from other proprietary and third-party sources that you connect to in Sales Planning.")
- [Connect and Sync Your Data to CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_connectors.htm&type=5&language=en_US)
- [Manage Recipes](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_prep_recipe_manage_monitor.htm&type=5&language=en_US)