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.
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 |
- Create Alignments from Scratch
Build territory models from the top or from a sample model in Territory Planning. Set up regions, districts, and territories that reflect the structure of your sales and service areas.
- Create an Alignment from a Salesforce Territory Model
Import a territory model from Sales Territories into Territory Planning and configure it as an alignment. Adjust area names, assignment rules, and boundaries to match your current sales structure.
- Create Alignments Based on Other Alignments
Design territory models using other alignments that you created in Territory Planning. Adjust regions, districts, and territories. Then compare alignments so that you gain insight on the variations that give your sales and service teams optimal territory coverage.
- Create Alignments from a Dataset’s Source
Plan territory models using a data source that contributes to your dataset in Territory Planning. For example, you want to create an alignment that includes only US accounts that a specific Salesforce report captured for your dataset.
- Create Alignments from External Territory Model Data
Account for compelling events in proprietary and third-party territory management systems when you import their model data into Territory Planning. Refine and optimize models from the map, then publish them to CSV files. Use the CSV files when you update those territory management systems later.
