---
schema_version: "1"
id: cec842c8d32124978ec60ab5b056b2bb7a3f9b4ae81e3e330f8d656f38559754
title: Designing Strategic Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_design.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_design.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2ab222a2d6e2865821eed8fa65d56c9080109c28424bc6fa781c8cdbc44d3f04
description: Meet and exceed sales and service goals when you adjust territory plans for the changing times in Territory Planning. Optimize territories for in-person and remote visits, and focus on key areas using heat and choropleth maps that you set up with relevant attributes.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Designing Strategic Territories

Meet and exceed sales and service goals when you adjust territory plans for the changing times in Territory Planning. Optimize territories for in-person and remote visits, and focus on key areas using heat and choropleth maps that you set up with relevant attributes.

### 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>

- **[Aligning Territories to Reach Leadership’s Goals](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_top_down_planning.htm&release=264.0.0&type=5)**  
    Keep sales and service management aligned with leadership’s targets when you plan territories from the top down in Territory Planning. Design territories based on your company’s overall business strategies, starting with the largest areas in your territory model.
- **[Structure Territories Without a Map](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_nongeographic.htm&release=264.0.0&type=5)**  
    Carve territories faster in a table format instead of on a map with geographic data. Later, and if your teams rely on geographic boundaries, add the boundaries and continue carving on a map in Territory Planning.
- **[Plan Territories for In-Person and Virtual Business](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_noncontiguous.htm&release=264.0.0&type=5)**  
    Design territories that include a mix of contiguous and noncontiguous areas in Territory Planning. Give all your sales and service reps opportunities to meet customers in person and remotely when you limit assignments within an area. Indicate whether to assign more or fewer units or containers to an area relative to others within the focus.
- **[Assigning Units Based on Rules and Criteria](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_assignment_rules.htm&release=264.0.0&type=5)**  
    Ensure that your sales and service reps nurture accounts that fall within their areas of responsibility using assignment rules and criteria in Territory Planning.
- **[Distributing Units Based on Your Company’s Metrics](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_units.htm&release=264.0.0&type=5)**  
    Determine the value of accounts and reveal potential opportunities when you create formulas to better evaluate and customize the makeup of your territories. Weigh and compare accounts based on metrics that align with business priorities in Territory Planning. Then, distribute units based on your metrics and formulas during optimization.
- **[Designing Territories with Visualizations Using Overlays](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_visualizations.htm&release=264.0.0&type=5)**  
    Discover areas of high and low concentrations on a heat map using attributes that matter to you. Differentiate and identify changes to boundaries when you compare them with another alignment’s and overlay other types of boundaries in Territory Planning.