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Sales Performance Management
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            Preparing for Territory Planning

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            Preparing for Territory Planning

            Get systems, processes, and people in place before you import data and create your territory models in Territory Planning. Before you begin, confirm that you installed Salesforce Maps and gave users access to it and to 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
            1. Configure Options for Data Management
              Control how Territory Planning loads, processes, and shows data.
            2. Designate an OAuth User for Data Processing and Optimizations
              Assign yourself or a colleague as the OAuth user. Territory Planning processes data management and alignment optimizations through the OAuth user on Salesforce Maps servers. That way, nobody’s affected during intensive system processing.
            3. Set Up Collaboration Among Teammates
              Encourage collaboration in territory plans and alignments by enabling feed tracking for Salesforce Maps. And let teammates interact directly on a map in Territory Planning.
            4. Add and Create Roles for Users Assigned to Sales Territories
              Let your sales and service teams assign specific territory team roles from Salesforce to areas in Territory Planning. Each role that you create maps to a territory team role. After you create alignments and publish them to Sales Territories, assigned users and their roles appear in Salesforce territory models.
            5. Configure Options for Publishing Alignments
              Select the alignment publishing destinations that you want to appear in Territory Planning. Specify who can publish alignments to those destinations and whether to require approval for publishing alignments.
            6. Setting Up Approvals for Alignments and Publishing
              Determine how your teams approve changes to alignments using an approval method that meets your company’s requirements in Territory Planning. And designate who can publish approved alignments.

            See Also

             
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