Create Alignments Based on Other Alignments

Design territory models using other alignments that you created in Territory Planning. Adjust regions, districts, and territories. Then compare alignments so that you gain insight on the variations that give your sales and service teams optimal territory coverage.

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

User Permissions Needed
To create alignments:	Sales Planning Ops Analyst permission set AND Query for Datapipelines User for Sales Planning permission set AND SF Maps Territory Planning for Sales Planning permission set

User Permissions Needed

To create alignments:

Sales Planning Ops Analyst permission set

AND

Query for Datapipelines User for Sales Planning permission set

AND

SF Maps Territory Planning for Sales Planning permission set

Click Alignments, click Create, and specify options in the Create Alignment window.
1. Select a dataset.
2. Enter a name for the alignment.
3. Select a default geographic profile.
  When you create an alignment, the default geographic profile that you select at the alignment level updates its subsequently created areas. When you edit an alignment, the profile you select doesn’t update the alignment’s areas.
4. Save your changes.
  - If you selected live data, the Create Alignment window closes and the alignment builder opens. To continue, click the Legend tab, and click Edit territory model ().
  - If you selected copied data, click Next and continue working in the Create Alignment window.
Click Import Model, select Alignment, and click Next. Specify options in the Import From window.

Note The options in this window are different depending on whether you’re working with live data or copied data. With live data, specify boundaries at the alignment level. With copied data, boundaries are already specified at the dataset level.
1. Select the alignment that you want to base the new alignment on.
2. (Live data only) To also import boundary assignments from the imported alignment, turn on Import Assignments under Boundary Assignment.
  
  Note The new alignment adds any unmatched boundary sets from the imported alignment or dataset configuration. This option is turned off if importing boundary assignments causes the new alignment to have more than five total boundary sets.
3. (Live data only) Select an option for updating unit assignments.
  - To leave unit assignments unchanged, select Preserve assignments.
  - To update unit assignments based on the imported alignment’s unit assignments, select Apply assignments based on an imported alignment’s units.
  - To update unit assignments based on the imported alignment’s boundary assignments, select Apply assignments based on an imported alignment’s boundaries. This option is available only when you turn on turn on Import Assignments under Boundary Assignment.
4. (Copied data only) To also import boundary assignments from the imported alignment, turn on Import boundary assignments.
  
  Note This option is turned off if the imported alignment’s original dataset doesn’t contain the same boundary assignments as the new alignment’s dataset.
5. Click Import.
To change area names, hover over each one and rename them so that they reflect current areas. Add or remove areas so that they represent your updated sales structure.
Click Next.
- If you selected live data, review the alignment updates and save your changes.
- If you selected copied data, continue to the final step.
(Copied data only) Add area owners, then select an option for unit assignments that corresponds with the assignment field from the dataset. Click Finish.