---
schema_version: "1"
id: 90002a2888217cdeebb2b4d604f681d140053fcf887d5964f7518e6ec859adab
title: Territory Boundary Concepts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_key_concepts_boundaries.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_key_concepts_boundaries.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 793bf57a8028e113aae3e1e3d9d12ea0dab975134096a3dfa153fd3eeffc3dda
description: Define a type of territory boundary for each country in the datasets that you create in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Territory Boundary Concepts

Define a type of territory boundary for each country in the datasets that you create in Territory Planning.

### 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>

## Types of Boundaries

Copied datasets and live data alignments can include multiple countries, each with a type of boundary that you specify. For example, you create a dataset that includes these countries and types of boundaries.When each unit includes accurate geocodes, Territory Planning determines boundary assignments for you. Later, you can adjust assignments so that each unit belongs to the territory that best aligns with your goals.

 
| Country | Boundary Type |
| --- | --- |
| United States | Postal code |
| Mexico | Municipality |
| Canada | Forward sortation area |
| France | Country |

## Why Boundaries Matter

To help you manage the territories in your territory model, boundaries:

- Serve as a method of aggregation for territories and the units within them
- Give you a way to move all units within them to other territories easily
- Help you identify geographical footprints within your territories and assign units to them

## The Importance of Accurate Geocodes

When you create datasets, you select latitude and longitude fields that determine which boundaries Territory Planning assigns units to. Keep these points in mind.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:22.271714922048996%">
          <col style="width:77.728285077951%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d76957e174">For units with...</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d76957e177">Territory Planning...</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="For units with..." class="slds-cell-wrap" style="vertical-align:top;" headers="d76957e174 ">Geographical locations over water</td>

            <td data-label="Territory Planning..." class="slds-cell-wrap" style="vertical-align:top;" headers="d76957e177 ">
              <p>Doesn’t assign them to boundaries.</p>
              <p>For those units, you either:</p>
              <ul>
                <li>Assign them to specific territories of your choice.</li>
                <li>Apply logic that determines territory assignments for you. For example, you select
                  logic that assigns the units to territories whose centers are closest to them.</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="For units with..." class="slds-cell-wrap" style="vertical-align:top;" headers="d76957e174 ">Bad or outdated geocodes</td>

            <td data-label="Territory Planning..." class="slds-cell-wrap" style="vertical-align:top;" headers="d76957e177 ">Assigns them to potentially wrong boundaries.</td>

          </tr>
          <tr class="">
            <td data-label="For units with..." class="slds-cell-wrap" style="vertical-align:top;" headers="d76957e174 ">US point ZIP codes</td>

            <td data-label="Territory Planning..." class="slds-cell-wrap" style="vertical-align:top;" headers="d76957e177 ">
              <p>Handles assignments depending on the type of US postal code boundary that you
                select.</p>
              <p>If the boundary type that you select includes:</p>
              <ul>
                <li>Postal codes only, Territory Planning assigns the units to the boundaries that they
                  occupy.</li>
                <li>Postal codes with point ZIP codes, Territory Planning assigns the units to their point
                  ZIP codes.</li>
              </ul>
            </td>

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