---
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title: What’s Territory Planning?
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_welcome_what_is_territory_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_welcome_what_is_territory_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8ecebf98c4208d8075942f5e0c7c05f3c130819eb07ea384f07270922f5f2ab0
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_explained_1.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:12.853470437017995%">
        <col style="width:87.146529562982%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d23015e87">Stage</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d23015e90">What’s Happening Here</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Stage" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e87 ">Data Import</td>

          <td data-label="What’s Happening Here" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e90 ">
            <p>You import data, such as accounts, leads, opportunities, and cases using Salesforce
              reports and queries.</p>
            <p style="margin-bottom:0;">Supplement the data that you import with attributes from external
              sources in a CSV file.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Stage" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e87 ">Dataset</td>

          <td data-label="What’s Happening Here" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e90 ">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.</td>

        </tr>
        <tr class="">
          <td data-label="Stage" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e87 ">Models</td>

          <td data-label="What’s Happening Here" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e90 ">From your datasets, you create territory models, which we call <em>alignments</em>.
            Easily compare alignments, and then optimize them. If you want, further supplement your
            alignments with attributes from external sources in a CSV file.</td>

        </tr>
        <tr class="">
          <td data-label="Stage" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e87 ">Publish To</td>

          <td data-label="What’s Happening Here" class="slds-cell-wrap" style="vertical-align:top;" headers="d23015e90 ">
            <p>You choose where to publish your alignments.</p>
            <dl>
              <dt style="font-weight:bold;padding-top:.25rem;">Salesforce Systems</dt>
              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">
                <ul style="margin-bottom:0;">
                  <li>Automate processes that create models, territories, and assignment rules in Sales
                    Territories.</li>
                  <li>Plot shape layers based on the territories that you design for Salesforce Maps.</li>
                  <li>Create and update map-based service territories in the form of polygons in Field
                    Service.</li>
                  <li>Update specific Salesforce fields with optimized territory data.</li>
                </ul>
              </dd>
              <dt style="font-weight:bold;padding-top:.25rem;">External Systems</dt>
              <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Pack your alignment data in CSV files for importing into other systems that your
                business relies on.</dd>
            </dl>
          </td>

        </tr>
      </tbody>
    </table>

- 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.