Extract Unit Assignment Information from Salesforce Maps Territory Planning

This article explains how to extract unit assignment information out of Salesforce Maps Territory Planning, using either Export to CSV or Salesforce Reports, and covers the considerations for each method.

Export to CSV

You can export a selection to CSV and use that file for updating a third-party system. For example, a sales operations team realigning account assignments might export a CSV of unit assignments to cross-check against a spreadsheet used outside Salesforce.

• Make a selection either via the Map or Legend, and select the Export to CSV option in the mass actions dropdown that appears in the bottom right of the screen.
• The export will contain any selected units, containers or areas with the columns currently configured in the legend.
  • See Configure the Legend in Salesforce Maps Territory Planning for more information about legend configuration.
• Point zips are included in the export. See United States Postal Codes and Territory Planning for more information.

Salesforce Reports

You can also export unit assignment information from a Salesforce Report if you need something more structured or repeatable than a one-time CSV export.

• You will need to create a custom report type for the Territory Planning Unit Assignment object. See Create a Custom Report Type for more information.
• Potential fields and filters:
  • maps__AlignmentId__c: Identifies which alignment the unit is assigned to.
  • maps__DataSourceId__c: Identifies the data source of the unit (Report Id, Query Id, or Container).
  • maps__UnitId__c: The 15-character Id for units or the Id for containers.
  • maps__Area__c: Identifies the assigned area in Territory Planning.
  • maps__ContainerId__c: Identifies the assigned container in Territory Planning.
  • maps__Metadata__c: Contains the attribute data visible in Territory Planning.
• Point zips are not included when exporting from a Salesforce Report.