See how your territories align with an attribute that’s relevant to your planning
efforts in Territory Planning. For example, select annual revenue for Salesforce accounts or order
volumes that you import from proprietary or third-party systems. Heat maps give visual indications
for where you can bolster or reduce coverage so that you meet and beat sales and service
goals.
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 |
| User Permissions Needed |
| To modify alignments: |
Sales Planning Ops Analyst permission set
AND
Query for Datapipelines User for Sales Planning permission set
AND
SF Maps Territory Planning for Sales Planning permission set
|
-
Open an alignment and set the focus.
-
From the Layers tab, click Add Overlay, then select Heat
Map. Click Next.
-
Define your heat map. For example, define your heat map to show hot spots that represent
accounts with high annual revenue.
-
Select a color scheme, then click Add.
The heat map overlay and its legend appear on the map. Settings let you adjust opacity, as
well as delete, edit, and hide the overlay.
