Territory Planning: Scenario Comparisons, Collaboration, and Sharing and Permissions

Consider the impact of expanding or contracting territory models. Collaborate with teammates on territory plans. And share and control access to data sets and alignments—all in Salesforce Maps.

Compare Territory Model Changes and Create Alignments with Scenario Planning
Quickly visualize scenarios that show the impact of expanding or contracting the size of territory models or changing attribute targets. Compare each scenario to the current alignment and create an optimized alignment from the scenario you select.
Collaborate in Territory Plans and Alignments
When you work with your team on territory plans and alignments, now you can add comments and mention coworkers directly on the map. And you can place comments on specific areas to ask questions or give feedback.
Control Sharing and Permissions
Invite stakeholders to collaborate on data sets and alignments before publishing them to Salesforce Maps or Enterprise Territory Management. Apply the principle of least privilege when you restrict access to data sets and alignments among teams and teammates who don’t require access to them.
Require Approval for Updates to Alignments
Grant authority to specific users so that they can approve changes to alignments in Salesforce Maps. Receive notifications when teammates attempt to publish updated alignments, and prevent unapproved changes from appearing in Salesforce.
Create Data Sets with Less Hassle
Forget about dealing with custom report types when you create data sets in Salesforce Maps. Instead, create data sets from standard Salesforce reports.
Create Big Data Sets with Fewer Limits
Import more records at one time. Instead of importing 50,000 records at a time using Salesforce reports, you can now import as many as 250,000 records at a time using SOQL queries. SOQL queries and standard reports can be used in a single data set, and now you can see the number of records being imported.
Import Attributes to Data Sets and Supplement Alignments at Any Time
Import unit attribute data into data sets from outside of Salesforce using a comma-separated values (CSV) file. You can import attributes when creating a data set or by editing a data set or alignment.
Use Expanded Publishing Options
Publish alignments to Enterprise Territory Management or to Salesforce Maps with more control over important options. For example, instead of publishing a whole alignment, you can now select what you publish, such as your current focus. Save on storage and duplication by overwriting layers and rules. Assign multiple Salesforce users to territories so you can see who’s responsible for selected territories.
Publish the Map and Its Legend to PDF (Generally Available)
Create PDF files for specified layers of an alignment, individual territories, or your current focus.

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