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            Allow Assignments to Boundary and Country Fields

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            Allow Assignments to Boundary and Country Fields

            Keep unit assignments consistent across Salesforce, Territory Planning, and Sales Territories. Territory Planning matches boundary and country fields for unit assignments so the assignments stay the same throughout the planning process.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To manage Territory Planning options in the Salesforce Maps package: Customize Application
            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Click Configure next to the Salesforce Maps package.
            3. From Territory Planning Data Management, select the option to assign units based on address fields in Salesforce.
              Territory planning setting for defined boundaries in datasets
            4. In Territory Planning, create a dataset. Select values for the boundary and country fields where you want units assigned, such as billing postal code and billing country. If your boundary field already includes country information, such as USA_12345, the country field isn’t required.
              Creating a dataset with a defined boundary and country
            5. Click Finish.
            6. Create an alignment using the dataset with defined boundary and country fields, and plot it on the map.
              Units are assigned to the boundaries and countries you specified.
             
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