Setting Up Approvals for Alignments and Publishing
Determine how your teams approve changes to alignments using an approval method that
meets your company’s requirements in Territory Planning. And designate who can publish approved
alignments.
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
Alignment Approval Methods Consider tradeoffs between different methods for approving alignments in Territory Planning.
Set Up a Process for Alignment Approvals and Publishing Specify who can approve changes to alignments, and in which sequence they can approve them. And specify who can publish those approved alignments in Territory Planning.
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