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            Add Boundary Attributes to Alignments

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            Add Boundary Attributes to Alignments

            Alter an alignment’s territory boundary when you import a .csv file into Territory Planning. Update boundary assignments and even the units within them. For example, update or create ZIP code assignments to include a new area when you expand a territory.

            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 add attributes to 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. Prepare the attributes in your .csv file.
              Boundary zip code and assignment columns in a .csv file
              • Include an ID field, such as Zip Code.
              • If an area name in the .csv file includes a comma, enclose the comma in double quotes.
            2. From an open alignment, click Settings | Attributes. Then at the boundary level, click Import from CSV.
              Import from .csv file at the alignment boundary level
            3. Upload the .csv file.
              Upload a .csv file
            4. Select columns in the .csv file that you want to import.
              Import attributes from a .csv file
              1. Select the column that represents the unique ID for each record.
              2. Select the other columns that you want to import, and click Match Fields.
              3. Select the data type for new attributes, and click Import.

            Territory Planning applies the updates to the alignment. New attributes appear with from CSV appended to their names.

            Tip
            Tip If any records fail to import, download the log file from the data import summary, fix the errors, and import the .csv file again. If all records import, no data import summary appears.
             
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