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            Structure Territories Without a Map

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            Structure Territories Without a Map

            Carve territories faster in a table format instead of on a map with geographic data. Later, and if your teams rely on geographic boundaries, add the boundaries and continue carving on a map in Territory Planning.

            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 create datasets and 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. Create a dataset that includes live data sources, which don’t require addresses and latitude and longitude coordinates.
            2. Create an alignment, and add your hierarchy structure.
            3. Optimize territories based on your preferences for balance, continuity, and compactness.
              Accounts assigned to nongraphic territories

            Territory Planning structures territories in a table format.

             
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