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            Creating and Publishing Alignments

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            Creating and Publishing Alignments

            Model territories in alignments that you create using your datasets in Territory Planning. Then publish your alignments to Sales Territories, Salesforce Maps, or Field Service. Update the Salesforce fields of your choice with the latest territory data and gather feedback on alignments from leadership.

            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
            1. Creating Alignments with Hierarchies
              Design territories with hierarchies that you create from scratch or import from other sources into Territory Planning. When you create alignments with live data, you import a hierarchy directly into your alignment. If you create alignments with copied data, you add a hierarchy at that time or import it into your alignment later.
            2. Control What Appears on the Map Legend
              Show critical unit and assignment details that matter most when you carve territories in Territory Planning. Depending on your preferences, specify which columns help you make the best decisions for distributing work to your teams.
            3. Filter Boundary Sets in an Alignment
              Optimize your territory planning workspace by removing specific boundaries that you don’t plan to use in a territory.
            4. Geographic Fields in Live Data Alignments
              When you create an alignment with live data, the alignment requires that you have mapped fields from a data source so that units can appear on the map and be assigned to boundaries. The alignment defines latitude and longitude values, and each boundary set defines other geographic fields. If you’re using multiple boundary sets, each boundary set evaluates the correct fields on your records.
            5. Boundary Matching Requirements in Live Data Alignments
              When you create an alignment with live data, Territory Planning tries to match the country and postal code string values in your data source with your boundary set definitions.
            6. Publishing Alignments
              Put your territory alignments into action when you publish them to Sales Territories, Salesforce Maps, or Field Service. Update specific fields in Salesforce with the latest territory data and encourage feedback on alignments among sales and service leadership in PDF files that you create within Territory Planning.
             
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