---
schema_version: "1"
id: 48d2a65a1d6ab010e9a209d607dc0a9720aaa3a19933b9712e1cd8221332252a
title: Create Alignments from a Dataset’s Source
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_from_data_set_source.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_data_set_source.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5b71560fa49c4f628541e0c17461634bca5d520f23ed15d145c56752689af349
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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="d50881e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50881e77 ">To create alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50881e77 ">
              <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>

1. Click **Alignments**, click **Create**, and specify options in the Create Alignment window.
    
    ![Browser where you create alignment for a dataset](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/salesforce_maps_territory_planning_alignment_create_1.png)
    
    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](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/edit_territory_model.png)).
        - 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](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/salesforce_maps_territory_planning_alignment_create_data_source_1.png)
    
    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](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/salesforce_maps_territory_planning_alignment_create_data_source_2.png)
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](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/salesforce_maps_territory_planning_alignment_create_data_source_3.png)