---
schema_version: "1"
id: 66e46e5bb4c6e4ed4c3225c79ad4136cd146a6bcdbed0ce7cf4f5b12172f7696
title: Create Alignments from Scratch
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_scratch.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_scratch.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee73b0ead36266ec3d838c089cd1db648720be361515b2e7be841208455041e2
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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="d53295e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53295e77 ">To create alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53295e77 ">
              <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. Set the area levels that you want for the model’s root structure, or add a sample structure that you tailor for your company’s requirements.
    
    ![Option to create the structure for your 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_scratch_1.png)
3. Hover over each area and rename them so that they reflect your sales and service areas. Add or remove areas so that they reflect your sales and service structure.
    
    ![Area levels that you rename 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_scratch_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_scratch_3.png)