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Sales Performance Management
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            Easy Integration with Sales Territories

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            Easy Integration with Sales Territories

            Automate the process for creating models, territories, and assignment rules when you publish them from Territory Planning to Sales Territories. Or import models and users from Sales Territories.

            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

            Territory Planning makes it easy to visualize and optimize essential model content that you publish to Sales Territories.

            When you... Territory Planning...
            Publish to Sales Territories

            Creates the Sales Territories:

            • Territory model
            • Territories
            • Assignment rules
            • Assignments of primary territory users

            After you publish a territory design to Sales Territories, sales leadership can easily manage and communicate territory configurations with stakeholders and field reps. Specifically, sales operations can quickly create and share reports and dashboards that visualize territory success.
            Import from Sales Territories Lets you create territory models—or alignments—based on the model and its assigned users from Sales Territories.
             
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