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.
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 |
Territory Planning makes it easy to visualize and optimize essential model content that you
publish to Sales Territories.
| When you... |
Territory Planning... |
| Publish to Sales Territories |
Creates the Sales Territories:
- Territory model
- Territories
- Assignment rules
- Assignments of primary territory users
After you publish a territory design to Sales Territories, sales leadership can easily
manage and communicate territory configurations with stakeholders and field reps.
Specifically, sales operations can quickly create and share reports and dashboards that
visualize territory success.
|
| Import from Sales Territories |
Lets you create territory models—or alignments—based on the model and its assigned
users from Sales Territories. |
