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.

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 helps sales and service operations manage and rebalance territories. Specifically, it helps teams:Review what happens when you import Salesforce data into Territory Planning.

Flow of Territory Planning input and output

Stage	What’s Happening Here
Data Import	You import data, such as accounts, leads, opportunities, and cases using Salesforce reports and queries. Supplement the data that you import with attributes from external sources in a CSV file.
Dataset	Territory Planning stores the Salesforce data that you import in datasets. Think of them as snapshots of your Salesforce data. Each dataset stores as many as 250,000 records.
Models	From your datasets, you create territory models, which we call alignments. Easily compare alignments, and then optimize them. If you want, further supplement your alignments with attributes from external sources in a CSV file.
Publish To	You choose where to publish your alignments. Salesforce Systems Automate processes that create models, territories, and assignment rules in Sales Territories. Plot shape layers based on the territories that you design for Salesforce Maps. Create and update map-based service territories in the form of polygons in Field Service. Update specific Salesforce fields with optimized territory data. External Systems Pack your alignment data in CSV files for importing into other systems that your business relies on.

Align territories with account, user, and critical business data.
Distribute sales opportunities and service requests in an equitable way.
Swiftly optimize territories to meet demands of the changing times and their effects on staffing levels.