Configure the Legend in Salesforce Maps Territory Planning

This article explains how to understand, configure, search, and filter the legend in Salesforce Maps Territory Planning.

Considerations

The legend allows you to visualize, search, and filter your data at multiple levels. There are three different types of views within the legend: Area, Container, and Unit. Depending on your data set configuration, you may have multiple containers or unit levels.

The legend supports text, numeric, boolean, and duration datatypes. There are also several special columns that the application produces at different levels of the legend depending on the type. Numeric unit data can be summarized at the container and area levels.

You can view all of the attributes in the data set or added via external attributes by navigating to Settings | Attributes.

Configuring the Legend from Settings

1. With an alignment open, click Settings (gear icon) in the top right corner.
2. Select New to add a new row, each row represents a column.
3. Select the value under the Attribute to adjust the column value.
4. Use Label to adjust the label text.
5. For text data, choose if you want to clip or wrap text.
6. For numeric data, choose the format, and summary calculator.

   Note: % Focus will allow you to express a numeric value as a percentage of the average for the focus, giving you insight into the relative size of the territory compared to the other territories in focus.

7. You can use the eight dots to reorder columns and the trash can to remove unwanted columns.

Configuring the Legend from the Legend Itself

1. With an alignment open, click the three dots on an existing column to reformat the column or add a new column.
2. When adding a new column:
   • Use Attribute to select the column value.
   • Use Column Title to adjust the label text.
   • For text data, choose if you want to clip or wrap text.
   • For numeric data, choose the format, and summary calculator.

     Note: % Focus will allow you to express a numeric value as a percentage of the average for the focus, giving you insight into the relative size of the territory compared to the other territories in focus.

Searching the Legend

1. Click the magnifying glass to start a search.
2. Type in the value you want to search for, and the legend will respond automatically.

   Note: Search is automatically cleared after changing the legend level.

Filtering the Legend

1. Click the filter icon (funnel) beside the magnifying glass to open the Manage Table Filters window.
2. Specify the field you want to filter on.
3. Specify the operator.
4. Specify the filter value.
5. Click Apply to save the filter.
6. Keep adding filters or return to the legend.

   Note: Filters are not cleared automatically after changing the legend level.

Filtering Notes and Special Filters

• Filters with text-matching are case-sensitive when using equals or not equal to.
• There are special filters depending on your data and the legend level:
  • Area Level - Area Center Pinned: Find areas with pinned area centers.
  • Container Level - Is Split: Find containers with assignments that differ from the units in them.
  • Unit Level - Is Locked: Find units that are locked to areas.