Controlling and Fine-Tuning Unit and Territory Assignments

Review and govern changes to unit assignments and manage access to accounts when you assign account teams to areas 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

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.
Manage Placeholder Unit Assignments
Allocate accounts to and from placeholder territories. Include placeholders when you optimize alignments to assign units exactly how you want in Territory Planning.
Measure Transfers of Unit Ownership
Identify accounts that transfer to new areas as a result of adjusting and optimizing territories in Territory Planning. Show the impact of transferred accounts on the new areas in terms of numeric attributes such as annual revenue and employees.
Prevent Changes to Unit Assignments
Preserve specific territory assignments in bulk when you add settings that lock the units of your choice in .csv files. Import those files to your alignments in Territory Planning.
Assigning Account Teams to Territories
Balance territories and the work that you distribute to your account teams in Territory Planning.
Assign Units to Their Respective Areas
Ensure that every unit belongs to its rightful owner. Resolve assignment exceptions and inconsistencies in cross-hatched areas when you assign the units in them to their respective areas in Territory Planning.

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