---
schema_version: "1"
id: 43fc424a87faa7433bef546ef1f9cf519468e56a3aa059a55b605acfd4f8e12b
title: Manage Placeholder Unit Assignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_maintain_placeholder_assignments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain_placeholder_assignments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: de805b7da84b9d7b9859f9ee76c707ce1209df8fb3908a56561c93574f8ea266
description: Allocate accounts to and from placeholder territories. Include placeholders when you optimize alignments to assign units exactly how you want in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Manage Placeholder Unit Assignments

Allocate accounts to and from placeholder territories. Include placeholders when you optimize alignments to assign units exactly how you want 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="d90477e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90477e77 ">To modify alignment options:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90477e77 ">
              <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>

1. Open an alignment, and set the focus.
2. Select the placeholder and any other territories that you want to optimize. As you select the territories, they appear under Selection Summary along with the number of units selected.
    
    ![Selection summary showing territories and metrics](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_placeholder_assignments_1.png)
3. Click **Optimize** and set the optimization priority. For example, to distribute units equally across territories, select **Balance**, and then click **Next**.
    
    ![Optimized focus based on balance](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_placeholder_assignments_2.png)
4. Allocate units. For example, to assign units from placeholder areas to areas that aren’t placeholders, click **Remove Units from Placeholders**. Then click **Next**.
    
    ![Placeholder options](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_placeholder_assignments_3.png)
5. Review the updated metrics that appear under Selection Summary, and then apply those changes.
    
    ![Selection summary showing unit changes](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_placeholder_assignments_4.png)