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.
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 |
- Adjust Account Assignments in Sales Territories
Create datasets that include assigned accounts in a territory model from Sales Territories. Using those datasets, create and optimize alignments in Territory Planning, then publish them as your fine-tuned territories in Salesforce.
- Assign Users and Roles to Salesforce Territories
Add users and the roles that they serve to each area in Territory Planning. When you publish alignments to Sales Territories, those assigned users and their roles appear in Salesforce territory models.
