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Territory Boundary Concepts
Define a type of territory boundary for each country in the datasets that you create 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 |
Types of Boundaries
Copied datasets and live data alignments can include multiple countries, each with a type of boundary that you specify. For example, you create a dataset that includes these countries and types of boundaries.When each unit includes accurate geocodes, Territory Planning determines boundary assignments for you. Later, you can adjust assignments so that each unit belongs to the territory that best aligns with your goals.
| Country | Boundary Type |
|---|---|
| United States | Postal code |
| Mexico | Municipality |
| Canada | Forward sortation area |
| France | Country |
Why Boundaries Matter
To help you manage the territories in your territory model, boundaries:
- Serve as a method of aggregation for territories and the units within them
- Give you a way to move all units within them to other territories easily
- Help you identify geographical footprints within your territories and assign units to them
The Importance of Accurate Geocodes
When you create datasets, you select latitude and longitude fields that determine which boundaries Territory Planning assigns units to. Keep these points in mind.
| For units with... | Territory Planning... |
|---|---|
| Geographical locations over water | Doesn’t assign them to boundaries. For those units, you either:
|
| Bad or outdated geocodes | Assigns them to potentially wrong boundaries. |
| US point ZIP codes | Handles assignments depending on the type of US postal code boundary that you select. If the boundary type that you select includes:
|
