Improve sales and service coverage using Territory Planning, which helps your teams
design territories that improve employee morale with equitable and efficient
assignments.
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 |
- What’s Territory Planning?
Territory Planning helps you design optimal territories for sales and service teams. Compare scenarios that help you close gaps in sales and service coverage, distribute the workload fairly, and maintain balanced territories. You choose the best scenario to establish your territory model.
- How Territory Planning Helps Drive Sales and Service
Distribute sales opportunities and service requests among your reps who use Territory Planning. Optimized territories deliver improved sales and service, reduced operating costs, and higher employee morale.
- Easy Integration with Sales Territories
Automate the process for creating models, territories, and assignment rules when you publish them from Territory Planning to Sales Territories. Or import models and users from Sales Territories.
