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.
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 create datasets and 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
|
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Create a dataset that includes live data sources, which don’t require addresses
and latitude and longitude coordinates.
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Create an alignment, and add your hierarchy structure.
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Optimize territories based on your preferences for balance, continuity, and
compactness.
Territory Planning structures territories in a table format.
