Get systems, processes, and people in place before you import data and create your territory models in Territory Planning. Before you begin, confirm that you installed Salesforce Maps and gave users access to it and to Territory Planning.
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 |
- Configure Options for Data Management
Control how Territory Planning loads, processes, and shows data. - Designate an OAuth User for Data Processing and Optimizations
Assign yourself or a colleague as the OAuth user. Territory Planning processes data management and alignment optimizations through the OAuth user on Salesforce Maps servers. That way, nobody’s affected during intensive system processing. - Add Trusted IP Ranges to the OAuth User’s Profile
If your org enforces IP restrictions, add the trusted IP ranges to the OAuth user’s profile so that your org can reach the backend services required by Sales Planning and Salesforce Maps products. - Set Up Collaboration Among Teammates
Encourage collaboration in territory plans and alignments by enabling feed tracking for Salesforce Maps. And let teammates interact directly on a map in Territory Planning. - Add and Create Roles for Users Assigned to Sales Territories
Let your sales and service teams assign specific territory team roles from Salesforce to areas in Territory Planning. Each role that you create maps to a territory team role. After you create alignments and publish them to Sales Territories, assigned users and their roles appear in Salesforce territory models. - Create Area Types for Territory Planning
Map each area in Territory Planning to a territory type in Sales Territories. When you publish an alignment, Territory Planning uses the area’s type. Blank or invalid area types use the default territory type that you select when you publish. - Configure Options for Publishing Alignments
Select the alignment publishing destinations that you want to appear in Territory Planning. Specify who can publish alignments to those destinations and whether to require approval for publishing alignments. - Setting Up Approvals for Alignments and Publishing
Determine how your teams approve changes to alignments using an approval method that meets your company’s requirements in Territory Planning. And designate who can publish approved alignments.