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Sales Performance Management
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            Preview Changes to Unit Assignments

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            Preview Changes to Unit Assignments

            Reassign accounts to meet the changing needs of your business in Territory Planning. When you optimize territories or assign units, review the impact of proposed assignments before committing to them.

            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 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
            1. Open an alignment, and set the focus.
            2. Select territories that you want to optimize or update. As you select the territories, they appear under Selection Summary along with the number of units selected.
              Selection summary showing territory metrics
            3. Optimize territories or assign units. For example, to distribute units equally across territories and see how those changes appear before committing to them, click Optimize. Then select Balance and click Next.
              Optimize focus based on balance.
            4. Review the updated metrics under Selection Summary, and then apply those changes.
              Selection summary showing assignment changes after optimization
             
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