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            Set Up a Process for Alignment Approvals and Publishing

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            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.

            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 manage Territory Planning options in the Salesforce Maps package: Customize Application
            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Click Configure next to the Salesforce Maps package.
            3. Under Territory Planning, click Alignment Approval, and then turn on Alignment Approval.
            4. Select the method that you want to use for alignment approvals.
              For example, to apply the principle of least privilege and enforce a sequence of approvals based on a hierarchy that you established using a Salesforce approval process, select Salesforce. Or to give specific users access to all alignments and grant those users approval rights regardless of order, select Territory Planning.
              Alignment approval method set to Territory Plannd and who can approve
            5. For the Territory Planning method, specify who can approve alignments.
             
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