Create Alignments from Salesforce Territory Models

Redesign territory models that you create in Sales Territories when you import them into Territory Planning. Adjust regions, districts, territories, and assignment rules so that they reflect your sales organization’s changing requirements.

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 Salesforce Territory Model, 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 territory model that you want to import from Sales Territories.
2. Select a territory that represents the scope of the model that you want to import.
3. Optionally, specify a role in territory.
4. To convey assignment rules and units from the model that you’re importing to the new Territory Planning alignment, turn on Include assignment rules.
5. (Live data only) If you included assignment rules, specify an optional Boundary Type and required Boundary Assignment Field, which lets you assign boundaries to areas according to the assignment rules.
6. (Live data only) If you specified a Boundary Type, turn on Assign units based on boundary assignments to assign units to the same areas as the corresponding boundary units.
  This selection applies only to the units with boundaries that you're importing currently.
7. (Copied data only) To assign boundaries to areas according to the imported assignment rules, select a Boundary Assignment Field.
8. 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 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.