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It covers preparation steps, installing Salesforce Maps, defining records and fields for datasets, creating datasets using reports and SOQL queries, and creating/publishing alignments to Sales Territories, Salesforce Maps, or Field Service. 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All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., as are other names and marks. Other marks appearing herein may be trademarks oftheir respective owners.  \nCONTENTS  \nTerritory Planning ..................................................... 1  \nWelcome to Territory Planning ............................................. 2  \nKey Concepts for Territory Planning .......................................... 5  \nPreparing for Territory Planning ............................................ 9  \nDefining Records and Fields for Your Datasets .................................. 15  \nCreating Datasets ..................................................... 18  \nCreating and Publishing Alignments ........................................ 25  \nControlling Access to Datasets and Alignments ................................ 44  \nTERRITORY PLANNING  \nDesign high-performing territories that promote a fair distribution of work, eliminate gaps in coverage, and improve customer experiences with your company.  \nWelcome to Territory Planning  \nImprove sales and service coverage using Territory Planning, which helps your teams design territories that improve employee morale with equitable and efficient assignments.  \nKey Concepts for Territory Planning  \nRead about relevant concepts before you take steps to implement Territory Planning.  \nPreparing for Territory Planning  \nGet 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.  \nDefining Records and Fields for Your Datasets  \nEDITIONS  \nAvailable in: both Salesforce Classic (not available in all orgs) and Lightning Experience  \nAvailable in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled  \nIdentify the data that you want to include in your datasets, such as location and account ownership details. Next, you create custom report types, add fields that include the data, and set values for any default fields you want. You then create datasets in Territory Planning from reports that you run using your custom report types.  \nCreating Datasets  \nSpecify which Salesforce data to include in Territory Planning from reports that you run using your custom report types and SOQL queries that you write.  \nCreating and Publishing Alignments  \nModel territories in alignments that you create using your datasets in Territory Planning. Then publish your alignments to Sales Territories, Salesforce Maps, or Field Service. Update the Salesforce fields of your choice with the latest territory data and gather feedback on alignments from leadership.  \nControlling Access to Datasets and Alignments  \nKeep managers focused on designing territories in the areas that leadership assigns to them in Territory Planning. Ensure privacy among your managers when you provide everyone access to only their respective areas. Share a dataset and all of its alignments with specific users and choose the level of involvement that you want them to have.  \nTerritory Planning Welcome to Territory Planning  \nWelcome to Territory Planning  \nImprove sales and service coverage using Territory Planning, which helps your teams design territories that improve employee morale with equitable and efficient assignments.  \nWhat’s Territory Planning?  \nTerritory Planning helps you design optimal territories for sales and service teams. Compare scenarios that help you close gaps in sales and service coverage, distribute the workload fairly, and maintain balanced territories. You choose the best scenario to establish your territory model.  \nHow Territory Planning Helps Drive Sales and Service  \nDistribute sales opportunities and service requests among your reps who use Terr","cbCaicSkjwIAkRaw","https://ap.wps.com/l/cbCaicSkjwIAkRaw","pdf",4526448,52,"English","# Territory Planning\n## Welcome to Territory Planning\n## Key Concepts for Territory Planning\n## Preparing for Territory Planning\n## Defining Records and Fields for Your Datasets\n## Creating Datasets\n## Creating and Publishing Alignments\n## Controlling Access to Datasets and Alignments\n## What’s Territory Planning?\n## How Territory Planning Helps Drive Sales and Service","[{\"question\":\"What is Territory Planning used for in Salesforce?\",\"answer\":\"Territory Planning helps teams design optimal sales and service territories, compare scenarios to close coverage gaps, distribute workload fairly, and maintain balanced territories.\"},{\"question\":\"What do you need to do before importing data and building territory models?\",\"answer\":\"Install Salesforce Maps, confirm users have access to Salesforce Maps and Territory Planning, and ensure systems, processes, and people are in place.\"},{\"question\":\"How are datasets and alignments created and published?\",\"answer\":\"Datasets are created from Salesforce reports using custom report types and are populated using specified fields; alignments are modeled in Territory Planning using those datasets and then published to destinations such as Sales Territories, Salesforce Maps, or Field Service.\"}]","Territory Planning Implementation Guide - Salesforce - Winter ’27 | PDF",1790134819]