Consider tradeoffs between different methods for approving alignments in 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 |
Salesforce as Your Approval Method
This method restricts access to alignments among designated stakeholders and requires approvals in the sequence that you define. You specify who can access alignments submitted for approval. Also, the Salesforce method requires:
- An approval process for the Territory Planning Alignment object.
- Territory Planning licenses for everyone added to the approval process.
- Salesforce Enterprise, Performance, Unlimited, or Developer editions.
In addition, when using the Salesforce method, Territory Planning:
- Prevents edits to submitted and approved alignments.
- Doesn’t provide the option to revoke approved alignments.
- Prompts stakeholders to request access to submitted alignments when they don’t already have access.
Territory Planning as Your Approval Method
This method gives unlimited access to all alignments for anyone who can approve them, regardless of order. Anyone you designate for approving alignments has full access to all alignments in Territory Planning.