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            Optimizing Your Territory Model Continuously

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            Optimizing Your Territory Model Continuously

            Account for staffing, leadership, and economic changes while you ensure the best coverage for your company’s accounts, leads, and opportunities. Optimize your model by fine-tuning assignment rules, redistributing work with consideration for skill levels and tenure, or balancing territories, all in Territory Planning. Publish your optimized model to Sales Territories, and then activate it when you’re ready.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Get an idea of what’s involved in planning and managing territories when you pair Territory Planning, an add-on product, with Sales Territories. When economic changes and compelling events impact your sales teams, optimize your territory model on a map in Territory Planning. Then publish your optimized model to Sales Territories where you activate it. Here’s how.

            Importing model data, optimizing the model, and then publishing the optimized model to Enterprise Territory Management
            High-Level Flow How It Helps Your Business
            Import model data from Sales Territories Work with your established territory model and refine it based on your changing needs.
            Optimize territory models in Territory Planning Reflect changes that affect your sales teams in your updated model.
            Publish the optimized model to Sales Territories Run assignment rules, review your updated assignments, and make any adjustments before you activate your optimized territory model.
            Activate your territory model Apply the changes from your updated territory model.
             
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