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            Alignment Concepts

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            Alignment Concepts

            Model your territories in alignments that you create from your datasets in Territory Planning. You then choose where to publish your alignments within Salesforce. You also get the choice to map alignment data to specific Salesforce fields or export the data to use in proprietary and third-party systems.

            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

            Territory Planning stores models in alignments, which are visual representations of your sales and service teams’ territory hierarchies. Alignments serve different purposes, depending on the system to which you publish them.We see how the data that you import plays a key role in the alignments that you publish.

            Alignments in relation to the data import and alignment publishing process

            What Happens When You Publish Alignments

            Sales and service operations publish alignments to any of these destinations, depending on your teams’ objectives and systems already in place.

            Destination The alignments publish as... Publishing alignments updates assignments for...
            Sales Territories

            Territory models, which create Salesforce:

            • Models
            • Territories
            • Assignment rules
            • Accounts
            • Opportunities
            • Users
            Salesforce Maps

            Shape layers, which reps plot on the map to help them:

            • Plan and work their schedules.
            • Take advantage of route optimization.

            As many as 5,000 auto assignment rules for any records that include geocoding, such as:

            • Accounts
            • Opportunities
            • Users
            • Leads
            • Cases
            Field Service Service territories and polygons.
            • Accounts
            • Users
            • Cases

            Alignment Approval Processes

            Alignments affect entire teams and their assignments, so it’s important to avoid accidental changes to or loss of alignment details. To preserve the integrity of alignments, you grant authority to specific teammates who can then publish new and updated alignments. When you grant that authority, you:

            • Require that others request approval for changes to alignments before authorized teammates publish them.
            • Let others add comments to alignments pending approval.
            • Prevent others from making further changes to alignments pending approval.
            • Give authorized teammates advance notice when others try to publish alignments. You also let authorized teammates provide feedback about, approve, and deny publish requests.
             
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