Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          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
            Search all of Salesforce Help
            Adjust Account Assignments in Sales Territories

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Adjust Account Assignments in Sales Territories

            Create datasets that include assigned accounts in a territory model from Sales Territories. Using those datasets, create and optimize alignments in Territory Planning, then publish them as your fine-tuned territories in Salesforce.

            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 create datasets in Territory Planning:

            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. Click Datasets, then click Create. Enter a name for the dataset and click Next.
              Option to create a dataset from the Active Datasets list
            2. Click Build Territory Model Query.
              Select build territory model query button
            3. Give your query a name, then select a branch from a Salesforce territory model.
              Territory model query from Sales Territories
            4. Select the fields that you want to include, then select a territory. As you select fields and territories, Territory Planning populates the SOQL query field.
              Fields and territories for territory model query
            5. Test your query, then save your work.
              Test and save territory model SOQL query
            6. Your query is now available to include in the dataset. Click Next.
              Territory model query is available to include in dataset
            7. If you don’t see the options you need for unit assignment, latitude, or longitude, turn on Import Object Fields, then select a unit assignment field such as Owner ID.
              Select object fields for create a dataset
            8. To supplement your data with attributes from external sources in CSV files, click Import from CSV, then add the CSV files that you want.
              Supplement dataset with external CSV files
            9. Click Finish.
             
            Loading
            Salesforce Help | Article