---
schema_version: "1"
id: afe024f733fe155cc9adbc085d59e6cdd56a84764cae27a6fbee84dd309ce9ee
title: Create an Alignment for Top-Down Territory Models
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_alignment_foundation.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_top_down_planning_alignment_foundation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d858aa68f579fce89ed76129e70856e70d059ccc20115cae0eb1263c4e9006e6
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d19218e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19218e77 ">To create alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19218e77 ">
              <p>SF Maps Territory Planning permission set</p>
              <p>OR</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set (after you purchase Sales Planning)</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Navigate to the dataset where you want to add an alignment. Then select **Add Alignment**.
    
    ![Add an alignment to a dataset](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_top_down_alignment_1.png)
2. Enter a name for the alignment and click **Next**.
    
    ![Name the alignment](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_top_down_alignment_1a.png)
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_top_down_alignment_2.png)
4. Click **Options**, then select **Leave Units Unassigned**.
    
    ![Option to leave units unassigned](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_top_down_alignment_3.png)
5. Click **Finish**.
    
    ![The top-down alignment that's ready to branch into subordinate areas](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_top_down_alignment_4a.png)
    
    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.