---
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title: Creating and Publishing Alignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_alignments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b3d8f28219bf69bea3a9975f83d0006a25728b6a6c3c5df9a0064ec06ef3fbdb
description: Model territories in alignments that you create using your datasets in Territory Planning. Then publish your alignments to Sales Territories, Salesforce Maps, or Field Service. Update the Salesforce fields of your choice with the latest territory data and gather feedback on alignments from leadership.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Creating and Publishing Alignments

Model territories in alignments that you create using your datasets in Territory Planning. Then publish your alignments to Sales Territories, Salesforce Maps, or Field Service. Update the Salesforce fields of your choice with the latest territory data and gather feedback on alignments from leadership.

### 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>

1. **[Creating Alignments with Hierarchies](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create.htm&release=264.0.0&type=5)**  
    Design territories with hierarchies that you create from scratch or import from other sources into Territory Planning. When you create alignments with live data, you import a hierarchy directly into your alignment. If you create alignments with copied data, you add a hierarchy at that time or import it into your alignment later.
2. **[Control What Appears on the Map Legend](https://help.salesforce.com/s/articleView?id=sales.territory_planning_prepare_legend.htm&release=264.0.0&type=5)**  
    Show critical unit and assignment details that matter most when you carve territories in Territory Planning. Depending on your preferences, specify which columns help you make the best decisions for distributing work to your teams.
3. **[How Custom Area Fields Work in Territory Planning Alignments](https://help.salesforce.com/s/articleView?id=sales.how_custom_area_fields_work_in_territory_planning_alignments.htm&release=264.0.0&type=5)**  
    Custom Territory Planning Area fields become area attributes in an alignment. Planners view, edit, publish, and clone them with other area data.
4. **[Filter Boundary Sets in an Alignment](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_boundary_filter.htm&release=264.0.0&type=5)**  
    Optimize your territory planning workspace by removing specific boundaries that you don’t plan to use in a territory.
5. **[Geographic Fields in Live Data Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_boundary_geo_fields.htm&release=264.0.0&type=5)**  
    When you create an alignment with live data, the alignment requires that you have mapped fields from a data source so that units can appear on the map and be assigned to boundaries. The alignment defines latitude and longitude values, and each boundary set defines other geographic fields. If you’re using multiple boundary sets, each boundary set evaluates the correct fields on your records.
6. **[Boundary Matching Requirements in Live Data Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_boundary_units.htm&release=264.0.0&type=5)**  
    When you create an alignment with live data, Territory Planning tries to match the country and postal code string values in your data source with your boundary set definitions.
7. **[Publishing Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_publish.htm&release=264.0.0&type=5)**  
    Put your territory alignments into action when you publish them to Sales Territories, Salesforce Maps, or Field Service. Update specific fields in Salesforce with the latest territory data and encourage feedback on alignments among sales and service leadership in PDF files that you create within Territory Planning.