Determine the value of accounts and reveal potential opportunities when you create
formulas to better evaluate and customize the makeup of your territories. Weigh and compare
accounts based on metrics that align with business priorities in Territory Planning. Then,
distribute units based on your metrics and formulas during optimization.
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 |
- Considerations, Guidelines, and Examples for Calculating Metrics
Consider formula logic and level when you calculate attributes in Territory Planning. The same attribute can produce different results depending on where it’s calculated. Put real-world examples into action when you tailor them to address your specific business requirements.
- Assign Units to Territories Based on Metrics
Maximize your company’s unique products and services when you incorporate attributes into unit formulas in Territory Planning. Analyze territories using metrics that, for example, combine and weight fields so you can prioritize sales of one product over another. Then use those numbers to inform your sales plan and assign accounts to territories.
