Sales Performance Management

Table of Contents

No results

Here are some search tips

Check the spelling of your keywords.
Use more general search terms.
Select fewer filters to broaden your search.

Search all of Salesforce Help

Add Areas to Alignments

You are here:

Add Areas to Alignments

Ensure optimal sales and service coverage as your business grows when you add areas and their assignments to territory models in Territory Planning.

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 alignment options:	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

User Permissions Needed

To modify alignment options:

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

Open an alignment and set the focus.
Click Add Area, and then specify the area’s name, parent area, owner, and color. Define any assignment rules, optimization settings, and assigned users.
Save your changes. To add more areas, repeat Step 2.
If you don’t use assignment rules, optimize the focus using a priority of your choice. Then review the summary.
Apply your changes.

The new area and its assignments appear on the legend.