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            Measure Transfers of Unit Ownership

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            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.

            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. Create a calculated attribute for incoming units to territories. To help with your planning efforts, create other calculated attributes such as revenue for those incoming units.
              Calculated attributes for measuring incoming units to a new territory

              This example compares original with proposed assignment values. When assignments change, Territory Planning displays the value 1.

            3. Add columns for the calculated attributes to the legend.
            4. Optimize the alignment or assign units to another area. Calculated attributes that reference special attribute fields can’t be included in optimization.
              Summary of calculated attributs for incoming units and revenue

              The original assignments appear next to the proposed incoming unit assignments and the revenue that they represent.

             
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