I am looking to create Sales Territories using Salesforce Maps. Our territories are not typically defined by postal codes or municipalities. They are defined mostly by roads and landmarks. (ie: North of Hwy xx and East of Range Road xxx). I can use a polygon to draw on map and then save as shape layer. This is very time consuming and not as flexible for changes, but will this cause potential issues for other features and Salesforce products such as Sales Territories, Territory Planning, Forecasting, Assignments, etc. Thank you.
Hello Chris,
Yeah you can totally use polygons in Salesforce Maps for this kind of territory setup — a lot of teams with real-world boundaries do exactly that. It’ll work fine from a visualization and assignment perspective inside Maps, so reps can see territories and you can even use them for basic record assignment.
But here’s the catch: those polygon-based territories don’t natively sync with core territory features like Enterprise Territory Management, forecasting, or standard assignment rules. Those systems typically rely on structured data, not map shapes. So while Maps understands your polygons, the rest of Salesforce doesn’t automatically respect them unless you build some custom logic.
Also, you’re right about maintenance — drawing and updating polygons can get painful over time, especially if boundaries change often. Hope this helps!
