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            Visualize Territories with a Heat Map

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            Visualize Territories with a Heat Map

            See how your territories align with an attribute that’s relevant to your planning efforts in Territory Planning. For example, select annual revenue for Salesforce accounts or order volumes that you import from proprietary or third-party systems. Heat maps give visual indications for where you can bolster or reduce coverage so that you meet and beat sales and service goals.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
            User Permissions Needed
            To modify alignments:

            Sales Planning Ops Analyst permission set

            AND

            Query for Datapipelines User for Sales Planning permission set

            AND

            SF Maps Territory Planning for Sales Planning permission set
            1. Open an alignment and set the focus.
            2. From the Layers tab, click Add Overlay, then select Heat Map. Click Next.
              Heat map option from the Layers tab
            3. Define your heat map. For example, define your heat map to show hot spots that represent accounts with high annual revenue.
              Heat map defined for accounts and annual revenue
            4. Select a color scheme, then click Add.
              Heat map that appears on the map

              The heat map overlay and its legend appear on the map. Settings let you adjust opacity, as well as delete, edit, and hide the overlay.

             
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            Salesforce Help | Article