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            Identify Themes with a Choropleth Map

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            Identify Themes with a Choropleth Map

            Differentiate boundaries by color based on the density of attributes that you choose in Territory Planning. For example, identify areas that have concentrations of accounts with higher annual revenue. Choropleth maps give you insight into areas that can benefit the most from the products and services that you offer.

            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 Choropleth Map. Click Next.
              Choropleth map option from the Layers tab
            3. Define your choropleth map. For example, define your choropleth map so that you can differentiate boundaries containing concentrations of accounts aggregated by ranges of annual revenue.
              Choropleth map defined to show annual revenue aggregated for accounts by postal code
            4. To standardize attribute ranges and reduce the impact of outliers throughout the alignment, select Normalize attribute.
            5. Select a color scheme, then click Add.
              Choropleth map that appears on the map
              The choropleth map overlay and its legend appear on the map. Settings let you adjust opacity, as well as delete, edit, and hide the overlay.
             
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