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Sample Calculated Attributes in Salesforce Maps Territory Planning

Дата публикации: Aug 19, 2024
Решение

The following examples show common use cases for calculated attributes in Territory Planning:


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You can use these examples by leveraging the Attributes panel to add your specific attributes to the Unit Formula to build out new Calculated Attributes. Use Add to Attribute Formula and Save to finalize your Calculated Attributes.

Counting units: Show the number of units for the specified unit type. 
1
Combining two fields: Calculate total sales by adding product level sales together. 
[Sales Product A] + [Sales Product B]
Combining and weighting fields: Combine and weight fields to prioritize sales from one product over another. 
[Sales Product A] * .7 + [Sales Product B] * .3
Segmentation flags: Show the number of accounts that match text criteria in the legend. 
IF([Account Type]="Prospect", 1, 0)
Rescaling Values: Convert raw numbers to ratios that can be added together. The method of scaling/normalization/standardization is dependent on your use-case and data. 
[Annual Revenue] / [SUM:Annual Revenue] + [Employees] / [SUM:Employees]
Work Days: Use visit frequency, visit duration, and travel time estimates to calculate workdays per territory. 
(([Visit Frequency]*(([Travel Time Estimate]/60)+[Visit Duration]))/60)/8
Дополнительные ресурсы

Standardize Date Formats

Номер статьи базы знаний

000391932

 
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Salesforce Help | Article