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            Publish Territory Data to Use in Other Systems

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            Publish Territory Data to Use in Other Systems

            Plan your territory models in Territory Planning and import them into proprietary and third-party systems. Choose the territory model data that you publish to CSV files, which can include your territory model or specific areas, boundaries, and units.

            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 publish 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
            1. From the map, click Publish.
              Publish option
            2. Select CSV, then click Next.
              Publish to csv
            3. Select the scope of what to publish.
              For Example, to Publish... Select...
              Your current focus when you change one area and want to publish those changes Focus
              The entire alignment when you create hierarchies for the first time or transition to a new planning model Alignment
            4. Select the data source that you want to publish.
              Publish to csv options
            5. To see the fields you’re about to publish, click the highlighted number.
              Click the highlighted number to see the fields you're going to publish
            6. Click Publish.
              Territory Planning downloads a CSV file that you can import into other systems.
             
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