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.

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
User Permissions Needed
To manage feed tracking:

Customize Application

AND

View Setup and Configuration

If you set up Salesforce Maps in Summer ’20 or later, skip this procedure altogether because feed tracking comes enabled.

  1. Confirm you have Chatter enabled.
  2. From Setup, in the Quick Find box, enter Feed Tracking, and then select Feed Tracking.
  3. Enable feed tracking for Territory Planning Alignment and Territory Planning Dataset.
    Enable feed tracking for alignment collaboration