Read about relevant concepts before you take steps to implement Territory Planning.
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 |
- Dataset Concepts
Create territory plans using live Salesforce data or Salesforce data that you copy into datasets for Territory Planning. - Territory Boundary Concepts
Define a type of territory boundary for each country in the datasets that you create in Territory Planning. - Alignment Concepts
Model your territories in alignments that you create from your datasets in Territory Planning. You then choose where to publish your alignments within Salesforce. You also get the choice to map alignment data to specific Salesforce fields or export the data to use in proprietary and third-party systems. - Sharing and Permission Concepts
Apply the principle of least privilege when you restrict access to datasets and alignments among teammates in Territory Planning. - Boundary Data Update Cycle in Territory Planning
Territory Planning doesn’t always reflect the latest boundary data for a specific country. The timing of when different regions process and validate updates or when you create alignments can affect the freshness of boundary data. - API Access for Territory Planning
Territory Planning relies on Salesforce API endpoints under /services/ and access to these endpoints typically requires that you turn on API access for users. To help you determine how to grant API access, review the Web Services APIs that Territory Planning depends on.