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Create an Alignment for Top-Down Territory Models

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.

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 alignments:

SF Maps Territory Planning permission set

OR

SF Maps Territory Planning for Sales Planning permission set (after you purchase Sales Planning)
  1. Navigate to the dataset where you want to add an alignment. Then select Add Alignment.
    Add an alignment to a dataset
  2. Enter a name for the alignment and click Next.
    Name the alignment
  3. Add the largest areas that represent the top of your territory model such as regions. Then select the number of top-level areas that you want to plan for. Save your work, then click Next.
    Top-level areas you're adding to your territory model
  4. Click Options, then select Leave Units Unassigned.
    Option to leave units unassigned
  5. Click Finish.
    The top-down alignment that's ready to branch into subordinate areas
    The new alignment appears in the browser. You can open it and branch top-level areas into smaller areas that help you support leadership goals.