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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.

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
User Permissions Needed
To create alignments:

Sales Planning Ops Analyst permission set

AND

Query for Datapipelines User for Sales Planning permission set

AND

SF Maps Territory Planning for Sales Planning permission set
  1. Click Alignments, click Create, and specify options in the Create Alignment window.
    Browser where you create alignment for a dataset
    1. Select a dataset.
    2. Enter a name for the alignment.
    3. Select a default geographic profile.
      When you create an alignment, the default geographic profile that you select at the alignment level updates its subsequently created areas. When you edit an alignment, the profile you select doesn’t update the alignment’s areas.
    4. Save your changes.
      • If you selected live data, the Create Alignment window closes and the alignment builder opens. To continue, click the Legend tab, and click Edit territory model (Edit territory model button).
      • If you selected copied data, click Next and continue working in the Create Alignment window.
  2. Click Import Model, select Dataset, and click Next. Specify options in the Import From window.
    Option to create the structure from a dataset’s source
    1. Select a data source that contributes to your dataset.
    2. Select the number of area levels that you want for the model’s root structure.
    3. Select the field for area level.
    4. Click Import.
  3. To change area names, hover over each one and rename them so that they reflect current areas. Add or remove areas so that they represent your sales and service structure.
    Area levels that you rename, add, or remove for your territory model
  4. Click Next.
    • If you selected live data, review the alignment updates and save your changes.
    • If you selected copied data, continue to the final step.
  5. (Copied data only) Add area owners, then select an option for unit assignments that corresponds with the assignment field from the dataset. Click Finish.
    Options to add area owners and assignments