---
schema_version: "1"
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title: Creating Alignments with Hierarchies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_alignments_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0ff3bee9d920300ac5208389bca25719a5194fceeebb1f7b672cb814daaec8c
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Creating Alignments with Hierarchies

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

<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>

- **[Create Alignments from Scratch](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_scratch.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_etm.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_alignment.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_data_set_source.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_csv.htm&release=264.0.0&type=5)**  
    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.