Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Plan Territories from Segments

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Plan Territories from Segments

            Design territories with the latest Salesforce data. When you carve territories from segments in Sales Planning, you work with the latest data for records that meet the rules and criteria for those segments.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
            User Permissions Needed
            To carve territories from segments:

            One of these:

            • Sales Planning Admin permission set
            • Sales Planning Ops Manager permission set
            • Sales Planning Ops Analyst permission set (if you’re added to a plan from the Plan Details page)

            AND

            One of these:

            • Query for Datapipelines User for Sales Planning permission set
            • CRM Analytics Plus User permission set
            • CRM Analytics Growth User permission set

            AND

            SF Maps Territory Planning for Sales Planning permission set
            1. In Sales Planning, open the segment you want to plan territories for.
            2. Click New Territory Plan, and then enter a name for your dataset.
              Option to create a territory plan from a segment
            3. Select the data sources for your dataset, and then click Next.
            4. Specify fields for assignments and location details. To select from a wider range of fields, select Import Object Fields.
              Option to select from a wider range of fields for assignments and location details
            5. Select the attributes that you want to include in your territory plan. Then click Finish.

            Territory Planning creates a dataset that includes records that meet the rules and criteria for your segment.

             
            Loading
            Salesforce Help | Article