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Sales Performance Management
Keeping Territories Running Smoothly

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Keeping Territories Running Smoothly

Maintain sales and service territories between regularly scheduled updates and compelling events. For example, reflect staffing changes and fine-tune unit assignments so that every territory operates the way you intend in Territory Planning.

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
  • Refresh Data Sources for Continual Territory Optimization
    Support your sales and service teams when you update your company’s territory models continually with the latest data from Salesforce and boundary updates. Create copies of datasets and their alignments that include data from freshly run reports and queries in Territory Planning.
  • Assigning Accounts, Users, and Roles for Sales Territories
    Maintain and fine-tune assignments for Sales Territories models on a map. Import assignments into Territory Planning, update your assignments, and then publish your updates to your Salesforce territory model.
  • Controlling and Fine-Tuning Unit and Territory Assignments
    Review and govern changes to unit assignments and manage access to accounts when you assign account teams to areas in Territory Planning.
  • Add Areas to Alignments
    Ensure optimal sales and service coverage as your business grows when you add areas and their assignments to territory models in Territory Planning.
  • Load Datasets and Alignments Efficiently
    Improve load time for alignments with high data volumes and overall performance using data management settings in Territory Planning.
  • Track and Restore Alignment History
    Help your sales team follow changes to alignments in Territory Planning, and protect your hard work from accidental data changes. Create a snapshot of an alignment’s current territory model and unit assignments, and review a history of changes that other users have made. A snapshot provides a checkpoint or backup when you make significant changes to an alignment. You can restore the alignment to its configuration at the time of the snapshot. For example, if you take a snapshot and then delete a territory, restoring the snapshot also restores the territory.
  • Overlapping Boundaries in Territory Planning
    Overlapping Boundaries is a feature in Territory Planning that allows a geographic boundary, such as a postal code, to be assigned to two or more areas in a live data alignment. This capability is essential for creating highly customized territory designs in dense metropolitan areas, such as New York City or London, where a single boundary can logically belong to multiple sales territories.
 
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