Reassign Unit and Container Data in Salesforce Maps Territory Planning

This article answers the question: how do you manually reassign unit and container data between territories in Salesforce Maps Territory Planning? It explains the selection tools and modes, how to reassign by drag-and-drop or from the legend, how to undo changes, and how to use the Selection Details panel.

Selection Tools

There are five Selection Tools available in the toolbar:

• Cursor Selection Tool: The cursor selection tool is represented by an Arrow. Using this tool you can click on the map to select a container and its units.
• Radius Selection Tool: The radius selection tool is represented by a Circle. This tool can be used to select containers and/or units within a certain radius. The radius is displayed in miles/kilometers dynamically in the bottom-right corner of the map.
• Rectangle Selection Tool: The rectangle selection tool is represented by a Rectangle. As the name suggests, this tool is used to draw rectangular shapes on the map to select containers and/or units.
• Polygon Selection Tool: The polygon selection tool is represented by a Polygon. It is used to draw custom polygons to make selections on the map. With the tool selected, click once to start drawing the polygon, and each subsequent click will add a vertex to the shape. Double-click to finish drawing the shape.
• Lasso Selection Tool: The lasso selection tool is represented by a Lasso. This tool allows you to select containers and/or units by drawing free-form shapes on the map.

Selection Settings and Modes

The Gear icon below the Lasso tool in the quick access menu lets you customize the Selection Settings, or the default behavior of the selection tools. There are three different modes available:

• All Mode: In this mode, the selection tools will select the container and units within the container.
• Container Mode: In this mode, you can specify which unit types you want selected or omitted when adding a container to your selection. If you select only the containers, then while making reassignments only the containers will be reassigned and the units within container will retain their current assignments.
• Unit Mode: In this mode, only units will be added to your selection, and not the containers. If multiple unit types are defined, you can choose the desired unit type(s) to include in selections.

Note: When a selection is made, only the units/containers rendered on the map would be selected. Make sure you zoom in far enough so that all the units/containers in that area are visible on the map and then make the selection.

Build and Clear a Selection

Any of the tools can be used to start building a selection. To clear your current selection, you can click into space without an assignment (for example, over the ocean), hit the Escape key, or click the Clear Selection button. You can add containers or units to an existing selection by holding the Shift key. If you want to quickly switch back to the Pan tool, you can hold Spacebar.

Reassign a Selection by Drag-and-Drop

The quickest way to make a reassignment on the map is to drag-and-drop your selection from one area to another. Click and hold your mouse over a selection on the map to start the reassignment. Then, without releasing the mouse button, drag the selection over another area. The color of the selection will change to indicate which area you are about to reassign it to. Release the mouse button to complete the reassignment.

Act on a Selection from the Legend

After making a selection on the map, additional options will appear at the bottom-right in the legend. You can use the dropdown to perform an action on your entire selection (for example, Zoom To, Assign to Area, Export to CSV, Unassign, etc.). Adjusting your legend level will adjust what actions can be performed.

The Refine Selection button can be used to filter the legend view to the area and unit(s) selected. Once the legend has been refined, you can adjust the selection on the map and hit Apply to save it, or Cancel to revert back.

Undo and Redo Reassignments

Use the Undo and Redo icons from the Application Toolbar to undo and redo any reassignments if necessary.

Note: You can use the undo/redo until you change your focus or otherwise end the session (for example, close the browser window). Undo/redo cannot be used for area deletions or selection dissolve or to perform unassign operations.

Selection Details and Selection Summary

Making a selection on the map also activates the Selection Details and Selection Summary section at the bottom of your map view. This panel has two states:

1. Selection
   1. Selection Summary: Shows the value of what you currently have selected by area along with the numeric attributes from your legend configuration.
   2. Selection Details: Shows the individual units that have been selected along with the numeric attributes from your legend configuration.
2. Preview
   1. In addition to the functionality outlined above, you will also see the impact of moving a selection to the targeted area (appears when users are proposing an assignment, such as when using the Assign To or Optimize functions). It also shows Proposed (Difference) for summary, and proposed assignments for details.

For both the Selection and Preview states, there is an option to search for a specific unit from the Selection Details tab.