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Sales Performance Management
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            Prevent Changes to Unit Assignments

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            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.

            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. Create a .csv file that includes 15-character or 18-character unit IDs.
            2. Add a column that represents the setting to lock unit assignments in your .csv file. For the units with assignments that you want to preserve, enter TRUE. Your .csv files can include other settings and attributes such as proprietary IDs and annual revenue.
              A .csv file that includes columns for the unit ID and Lock status
            3. Save your work.
            4. In the alignment that includes the units whose assignments that you want to preserve, click Settings | Attributes.
              Settings where you import attributes from .csv files
            5. In the section for your units, click Import from CSV. After you select the file to import, map the column that you added to the Locked column, and then import the file.
              Option to upload the .csv file that includes the unit IDs fpr preserving unit assignments

              The units whose assignments that you preserve appear with locks.

              Units whose assignments you preserve appear with locks
             
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