Prepare sales and service operations for designing territories that promote fair distributions of work, eliminate gaps in coverage, and improve customer experiences with your company.
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 |
- Welcome to Territory Planning
Improve sales and service coverage using Territory Planning, which helps your teams design territories that improve employee morale with equitable and efficient assignments. - Key Concepts for Territory Planning
Read about relevant concepts before you take steps to implement Territory Planning. - Preparing for Territory Planning
Get systems, processes, and people in place before you import data and create your territory models in Territory Planning. Before you begin, confirm that you installed Salesforce Maps and gave users access to it and to Territory Planning. - Defining Records and Fields for Your Datasets
Identify the data that you want to include in your datasets, such as location and account ownership details. Next, you create custom report types, add fields that include the data, and set values for any default fields you want. You then create datasets in Territory Planning from reports that you run using your custom report types. - Creating Datasets
Specify which Salesforce data to include in Territory Planning from reports that you run using your custom report types and SOQL queries that you write. - Creating and Publishing Alignments
Model territories in alignments that you create using your datasets in Territory Planning. Then publish your alignments to Sales Territories, Salesforce Maps, or Field Service. Update the Salesforce fields of your choice with the latest territory data and gather feedback on alignments from leadership. - Controlling Access to Datasets and Alignments
Keep managers focused on designing territories in the areas that leadership assigns to them in Territory Planning. Ensure privacy among your managers when you provide everyone access to only their respective areas. Share a dataset and all of its alignments with specific users and choose the level of involvement that you want them to have.