Refine attribute data for areas when you import a .csv file into Territory Planning. For
example, update area names, centers, owners, and assignments. Update multiple balance targets and
geographic profiles at one time to optimize territory and rep assignments for in-person and remote
customer visits.
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 |
| User Permissions Needed |
| To add attributes to alignments: |
Sales Planning Ops Analyst permission set
AND
Query for Datapipelines User for Sales Planning permission set
AND
SF Maps Territory Planning for Sales Planning permission set
|
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Prepare the attributes in your .csv file. Include an ID field, such as Area
Name.
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From an open alignment, click . Then at the area level, click Import from CSV.
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Upload the .csv file.
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Select columns in the .csv file that you want to import.
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Select the column that represents the unique ID for each record.
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Select the other columns that you want to import, and click Match Fields.
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Select the data type for new attributes, and click Import.
Territory Planning applies the updates to the alignment. New attributes appear with from CSV appended to their names.
