---
schema_version: "1"
id: 2e3f7c630ec63d26f5ba7aff7da1453a7c13179c48cd182ea43304f839b2b559
title: Publish Alignments to Sales Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_alignments_publish_to_etm.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_publish_to_etm.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b55378fb4aa202f06b43b22b6bae7e48d9248f3a8052d439854b765f4625c4e
description: Update Salesforce territory models and their assignment rules when you publish the alignments that you create in Territory Planning to Sales Territories.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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="d88397e77">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d88397e77 ">To publish alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d88397e77 ">
              <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. From the map, click **Publish**.
    
    ![Publish option](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_publish_1.png)
2. Select **Sales Territories**, and click **Next**.
    
    ![Option to publish to Sales Territories](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_publish_2.png)
3. Select a Publish Scope.
    
    ![Options for publishing the focus or the entire alignment](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_publish_3.png)
    
    - To publish your current focus when you change one area and want to publish those changes, select **Focus**.
    - To publish the entire alignment when you create hierarchies for the first time or transition to a new planning model, select **Alignment**.
4. Select a Publish Level.
    
    This action also publishes children of the selected level. For example, your hierarchy is **Region** | **District** | **Territory**. When you publish a district, you also publish its territories.
5. Select a Publish Method.
    
    The method that you select has a dependency on the Territory Model and Parent Territory that you select next.
    
    - To add territories to the selected Parent Territory, select **Publish as new Territories**.
    - To overwrite all child territories of the selected Parent Territory, select **Overwrite all Territories**.
    - To overwrite any child territories that match a specified name under the selected Parent Territory, select **Overwrite matching Territories**. Overwritten territories update standard fields and rules created in Territory Planning. Custom fields and rules remain unchanged. If there are no matches, this option creates a new territory. If there are multiple matches within the selected Publish Scope, this option fails.
6. Select a Territory Model.
7. Select a Parent Territory.
8. Select a **Default Territory Type** for areas in the Publish Scope whose area type is blank or invalid. See [Create Area Types for Territory Planning](https://help.salesforce.com/s/articleView?id=sales.territory_planning_prepare_area_types.htm&release=264.0.0&type=5 "Map each area in Territory Planning to a territory type in Sales Territories. When you publish an alignment, Territory Planning uses the area’s type. Blank or invalid area types use the default territory type that you select when you publish.").
9. Select the assignment rule field and operator that match the territory boundary of the alignment.
    
    The most common combination for the US is Billing Zip and `starts with`.
    
    For postal code boundaries, use only the code (90210). For non-postal boundaries, include the country prefix, such as USA\_California..
10. To publish accounts that don’t match geographic assignment rules, select **Manually assign locked units to territories**.
    
    For example, another rep owns an account in the assignment rule ZIP code, so you manually assign that account to a territory.
11. Click **Publish**.
    
    If a territory exceeds assignment rule limits, Territory Planning prompts you to select an option for handling the assignment rules.
    
    - To avoid publishing assignment rules for this territory, select **Skip Assignment Rules**.
    - To publish the minimum required values by editing assignment rules, select **Simplify Rules**.
    - To divide the territory into as many child territories as necessary to capture its assignment rules and publish the child territories with the original names and users, select **Publish as child territories**. Choose whether to publish non-geo rules to the parent territory or to each new child territory together with the geo rules.