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Sales Performance Management
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            Plan Territories for In-Person and Virtual Business

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            Plan Territories for In-Person and Virtual Business

            Design territories that include a mix of contiguous and noncontiguous areas in Territory Planning. Give all your sales and service reps opportunities to meet customers in person and remotely when you limit assignments within an area. Indicate whether to assign more or fewer units or containers to an area relative to others within the focus.

            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:

            SF Maps Territory Planning permission set

            OR

            SF Maps Territory Planning for Sales Planning permission set (after you purchase Sales Planning)
            1. Open an alignment and set the focus. Select an area or a container that you want to set up for virtual meetings.
            2. Set the geographic profile to Noncontiguous. If you want to assign more or fewer units or territories to an area relative to others within the focus, change the balance percentage. For example, to assign the territory 10% more units relative to other territories in the focus, enter 110. To assign 15% fewer units, enter 85.
              Area that you want to set for virtual visits
            3. Repeat the previous step for at least one more area or territory.
            4. Save your changes.
            5. Click Optimize. To ensure that all your reps get a share of assignments, limit assignments to areas by an attribute such as annual revenue.
              Assignments limited by an attribute
            6. Set your optimization priority, then optimize your focus.
              Areas that you set for virtual visits
              The optimized focus with your contiguous and noncontiguous areas appears on the map.
             
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