---
schema_version: "1"
id: fa3031b80d623061e342183a5f9cda98c4d7df8dae4d4ff1e919b59fd42ed8c0
title: Keeping Territories Running Smoothly
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d04aad01aafb04f698877539355911f2ae02130fa33a35b12d7af8691d47c47e
description: Maintain sales and service territories between regularly scheduled updates and compelling events. For example, reflect staffing changes and fine-tune unit assignments so that every territory operates the way you intend in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Keeping Territories Running Smoothly

Maintain sales and service territories between regularly scheduled updates and compelling events. For example, reflect staffing changes and fine-tune unit assignments so that every territory operates the way you intend 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>

- **[Refresh Data Sources for Continual Territory Optimization](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_dataset_sources.htm&release=264.0.0&type=5)**  
    Support your sales and service teams when you update your company’s territory models continually with the latest data from Salesforce and boundary updates. Create copies of datasets and their alignments that include data from freshly run reports and queries in Territory Planning.
- **[Assigning Accounts, Users, and Roles for Sales Territories](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_etm.htm&release=264.0.0&type=5)**  
    Maintain and fine-tune assignments for Sales Territories models on a map. Import assignments into Territory Planning, update your assignments, and then publish your updates to your Salesforce territory model.
- **[Controlling and Fine-Tuning Unit and Territory Assignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_assignments.htm&release=264.0.0&type=5)**  
    Review and govern changes to unit assignments and manage access to accounts when you assign account teams to areas in Territory Planning.
- **[Add Areas to Alignments](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_area_additions.htm&release=264.0.0&type=5)**  
    Ensure optimal sales and service coverage as your business grows when you add areas and their assignments to territory models in Territory Planning.
- **[Load Datasets and Alignments Efficiently](https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_data_storage.htm&release=264.0.0&type=5)**  
    Improve load time for alignments with high data volumes and overall performance using data management settings in Territory Planning.
- **[Track and Restore Alignment History](https://help.salesforce.com/s/articleView?id=sales.territory_planning_history_snapshots.htm&release=264.0.0&type=5)**  
    Help your sales team follow changes to alignments in Territory Planning, and protect your hard work from accidental data changes. Create a snapshot of an alignment’s current territory model and unit assignments, and review a history of changes that other users have made. A snapshot provides a checkpoint or backup when you make significant changes to an alignment. You can restore the alignment to its configuration at the time of the snapshot. For example, if you take a snapshot and then delete a territory, restoring the snapshot also restores the territory.
- **[Overlapping Boundaries in Territory Planning](https://help.salesforce.com/s/articleView?id=sales.territory_planning_ovelapping_boundaries.htm&release=264.0.0&type=5)**  
    Overlapping Boundaries is a feature in Territory Planning that allows a geographic boundary, such as a postal code, to be assigned to two or more areas in a live data alignment. This capability is essential for creating highly customized territory designs in dense metropolitan areas, such as New York City or London, where a single boundary can logically belong to multiple sales territories.