Put your territory alignments into action when you publish them to Sales Territories,
Salesforce Maps, or Field Service. Update specific fields in Salesforce with the latest territory
data and encourage feedback on alignments among sales and service leadership in PDF files that you
create within Territory Planning.
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 |
- Publish Alignments to Sales Territories
Update Salesforce territory models and their assignment rules when you publish the alignments that you create in Territory Planning to Sales Territories.
- Publish Alignments to Salesforce Maps
Create shape layers that include territory model details from the alignments you create in Territory Planning.
- Publish Alignments to Field Service
Design and update map-based service territories for Field Service using Territory Planning. Service operations publish those territories in the form of alignments as service territory polygons.
- Publish Territory Updates to Specific Fields in Salesforce
Populate Salesforce fields with updated territory data from Territory Planning. Most commonly, you update Salesforce fields that correspond with the records you import for your datasets.
- Publish Territory Data to Use in Other Systems
Plan your territory models in Territory Planning and import them into proprietary and third-party systems. Choose the territory model data that you publish to CSV files, which can include your territory model or specific areas, boundaries, and units.
- Share Alignments in PDF Files
Encourage feedback on alignments from sales and service leadership. Sharing alignments in PDF files from Territory Planning gives stakeholders opportunities to provide guidance for fine-tuning your territory models.
