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.

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

Alignment Approval Methods
Consider tradeoffs between different methods for approving alignments in Territory Planning.
Set Up a Process for Alignment Approvals and Publishing
Specify who can approve changes to alignments, and in which sequence they can approve them. And specify who can publish those approved alignments in Territory Planning.

Setting Up Approvals for Alignments and Publishing

Required Editions

See Also