Territory Planning Knowledge Articles

Configuration

The following articles are related to configuring the Territory Planning application. Please review the Implementation Guide first.

• Configure Salesforce Maps Territory Planning: This article covers the minimum steps required to configure Territory Planning.
• Data Flow in Salesforce Maps Territory Planning: A reference for understanding how data flows in and out of Territory Planning.

Data Set and Alignments

The following articles are related to importing and managing data in Territory Planning.

• Create a Data Set in Salesforce Maps Territory Planning: Learn how to create a data set in Salesforce Maps Territory Planning.
• Create an Alignment in Salesforce Maps Territory Planning: Understand how to create an alignment in Salesforce Maps Territory Planning.
• Understand and Troubleshoot Unit Assignment in Salesforce Maps Territory Planning: Learn how unit assignment works in Salesforce Maps Territory Planning.
• Data Set and Alignment Browser Window: Understand the data set and alignment browser window in Salesforce Maps Territory Planning.
• Sharing and Collaboration in Salesforce Maps Territory Planning: Learn how to share your territories and collaborate using comments with other users in your org.

Territory Design Tools

The following articles are related to the features available when viewing an alignment.

• Salesforce Maps Territory Planning Customizing Layers: This article will help you understand how to customize Territory Planning map layers.
• Configure the Legend in Salesforce Maps Territory Planning: Learn how to configure the legend in Salesforce Maps Territory Planning.
  • Calculated Attributes in Salesforce Maps Territory Planning: Learn about calculated attributes in Salesforce Maps Territory Planning.
  • Understand Percent Focus in Salesforce Maps Territory Planning: This article will help you understand the Percent focus in Salesforce Maps Territory Planning.
• Reassignment in Salesforce Maps Territory Planning: Understand how to reassign your unit and container data using the map and legend in Territory Planning. This article only covers how to manually reassign unit data within the tool.
• Importing Data using CSV in Salesforce Maps Territory Planning : Learn how to import data using CSV in Territory Planning.
• Optimization in Salesforce Maps Territory Planning: This article will help you understand how to optimize territories using the Optimize, Plan Scenarios, and Estimate Travel Time features.
• United States Postal Codes and Territory Planning: Understand how to reference the United States postal codes in Salesforce Maps Territory Planning.
• Comprehending Data Storage for Territory Planning Unit Assignment Object:This article explains what kind of data is stored in Territory planning Unit Assignment Object and how can this data be removed from an org to maintain the Storage Usage

Publish Options

Understand the publish options in Territory Planning that can update Salesforce object data.

• Publish to Enterprise Territory Management in Salesforce Maps Territory Planning: Learn how to publish alignment changes to Enterprise Territory Management as a collection of territory assignment rules and/or manual account assignments.
• Publish to Salesforce Maps in Salesforce Maps Territory Planning: Learn how to publish your territories to Salesforce Maps as shape layers and/or auto-assignment rules.
• Publish to Fields in Salesforce Maps Territory Planning: Learn how to publish directly to Salesforce object fields in Territory Planning.
• Publishing to Field Service in Salesforce Maps Territory Planning: Learn how to publish map polygons to Field Service in Territory Planning.
• Extract Unit Assignment Information from Maps Territory Planning: Learn how to leverage Export to CSV or Salesforce Reports to quickly extract unit assignment information from Territory Planning.