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            Compare Boundaries in One Alignment with Another

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            Compare Boundaries in One Alignment with Another

            Identify differences in boundary lines between the alignment you’re working on and another that you overlay in Territory Planning. Alignment overlays help you plan territories that complement sales and service efforts among multiple divisions in your company.

            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 modify 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. Open an alignment and set the focus.
            2. From the Layers tab, click Add Overlay, then select Alignment. Click Next.
              Alignment option from the Layers tab
            3. Select the alignment, its areas, and the hierarchy level that you want to overlay on the map.
              Alignment overlay defined to show territory differences between alignments
            4. Click Add.
              Alignment overlay that appears on the map
              The alignment overlay appears on the map. Settings let you adjust opacity, as well as delete, edit, and hide the overlay.
             
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