---
schema_version: "1"
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title: Aligning Territories to Reach Leadership’s Goals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_design_top_down_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_top_down_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7975be0673adf6f771e8e1e99b782341c99c4afee9d13c48bb9aa0a845b67c9e
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Aligning Territories to Reach Leadership’s Goals

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.

### 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>

1. **[Create an Alignment for Top-Down Territory Models](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_top_down_planning_alignment_foundation.htm&release=264.0.0&type=5)**  
    Build a territory model from the top down so that sales and service teams work toward meeting leadership targets for each top-level area in Territory Planning. For example, create an alignment that includes regions at the top. Then let each region owner branch into smaller areas, such as districts, states, and postal codes.
2. **[Establish Areas and Distribute Units in Top-Down Territory Models](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_top_down_planning_alignment_division.htm&release=264.0.0&type=5)**  
    Structure your model so that subordinate areas support leadership goals within top-level areas in Territory Planning. Branch top-level areas into smaller ones, such as districts, states, and postal codes. Then distribute units in a way that gives you the best chances of meeting and exceeding leadership goals.

#### See Also

- [Create Alignments from Scratch](https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create_from_scratch.htm&release=264.0.0&type=5 "Build territory models from the top or from a sample model in Territory Planning. Set up regions, districts, and territories that reflect the structure of your sales and service areas.")