---
schema_version: "1"
id: 1e4c1535c8279da6d80432c857bd61a28936bad261562d438c1c417283840e47
title: Assign Units to Their Respective Areas
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_area_assignments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_area_assignments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 73b7afd1e1093d91b35f94c0fc4ab4be1fc8d8a6715d6e91ed46a37b4c852f56
description: Ensure that every unit belongs to its rightful owner. Resolve assignment exceptions and inconsistencies in cross-hatched areas when you assign the units in them to their respective areas in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assign Units to Their Respective Areas

Ensure that every unit belongs to its rightful owner. Resolve assignment exceptions and inconsistencies in cross-hatched areas when you assign the units in them to their respective areas 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50042e77">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50042e77 ">To modify alignment options:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50042e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

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

After you open an alignment and set the focus, click a cross-hatched area. Select an option for assigning units in the cross-hatched area.

![Cross-hatched area assignments to reassign to the area's owner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/territory_planning_maintain_area_assignments_new.jpg)

## Option 1: Assign to Area

Assign units to a specific area.

1. Select **Assign to Area**.
2. Select the area that you want to assign the units to.
3. Click **Apply**.

## Option 2: Assign by Territory or Owner

Assign units based on territory or owner fields that correspond to areas in your hierarchy.

This option is available only when the currently selected hierarchy level in the alignment builder is the bottom level.

1. Select **Assign by Logic** and then click **Apply**.
2. In the Assign by Logic window, select **Assign by Territory or Owner**, and click **Preview**.
3. Select which field to use for assigning.
    - Area Name
    - Owner ID
    - Owner Name
4. From the Corresponding Unit Field dropdown, select which field from your units you want to use for matching.
5. Save your changes.
6. Click **Apply** again to accept the changes.

## Option 3: Assign to Nearest Center’s Area

Assign units to the area with a center that’s nearest to the units.

This option isn’t available in these scenarios.

- The current hierarchy level is not the bottom level.
- No area centers are in focus.
- You’re in chart view.

1. Select **Assign by Logic** and then click **Apply**
2. In the Assign by Logic window, select **Assign to Nearest Center’s Area**, and click **Preview**.
3. Click **Apply** again to accept the changes.

## Option 4: Assign to Container’s Area

Assign units to the same areas as the boundaries.

This option isn’t available in these scenarios.

- The current hierarchy level is not the bottom level.
- No boundaries are in focus.

1. Select **Assign by Logic** and then click **Apply**
2. In the Assign by Logic window, select **Assign to Container’s Area**, and click **Preview**.
3. Click **Apply** again to accept the changes.