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            Align Products with or Exclude Products from Territories

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            Align Products with or Exclude Products from Territories

            Configure precise and targeted product-territory alignments by using territory exclusions. When you exclude a child territory, it doesn’t inherit the product alignment of its parent territory record.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create product alignments: Life Sciences Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Click Products, and then select Product Alignment.
            3. Find a product by using the search field, or click the arrow next to Product Hierarchy, and then select the product.
            4. Align a territory with the product according to your preference. Click the checkbox next to a territory to cycle through the available alignment states and select an alignment state.
              The changes you make are automatically saved.
             
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