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**WisdomWednesday - Territory Planning**

As Territory Planning is becoming one of Salesforce Maps popular tool, we want to provide you with documentation that will prepare you for success in your way of operating sales and distribution of accounts.

Below is our documentation of Implementing Salesforce Maps Territory Planning, where you have access to different articles about preparation, key concepts, create a data set, and more factors that help you improve your territory management with Territory Planning.

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Implement Salesforce Maps Territory Planning

**WisdomWednesday - New Year, New Badge**

What better way to start off the New Year than completing our new badge created by Salesforce Maps? The new badge “Create a Salesforce Maps Marker Layer” on Trailhead.

This hands-on experience gives you a better understanding of Marker Layers, Folder permissions, Marker Layer Builder, and Customize Visible Fields. On top of that you go through a project that will guide you into solving a real scenario from the learning objectives. Below is the link to the badge so you can get started and earn an easy 200 points.

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Create a Salesforce Maps Marker Layer

**WisdomWednesday - Manage Button Sets** 

Yesterday we provided an article on “Standard Action Buttons”. This informs you about Maps default actions when using our tooltip or mass action layout. Now that you have an understanding of it, we want to give a resource that can help you organize these actions to your benefit. Below the article, “Manage Button Sets” guides you on how to create, edit, assign, or even customize your button sets for different user groups.

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Manage Button Sets in Salesforce Maps

**WisdomWednesday - Favorite Location in Salesforce Maps**

Following from TopicTuesday Salesforce Maps wants to provide our people a visual of what happens after you follow the steps of creating your Favorite Location in Maps. Below is a screenshot of what your favorite marker layer would look like along with where you will find favorite location.

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🚨🚨**WisdomWednesday - May I see your License and Permission Please?**🚨🚨

Finding it hard to transition from MapAnything to Salesforce Maps Licenses? Are you having trouble giving users access to Maps along with other products? If you’ve said yes to any of these questions, then we have a great resource for you to use.

Salesforce Maps presents to you our webinar recording Permission Set License Assignments. As a new or existing user of Maps, it is very important to learn how Permission Set Licenses (PSL) is required for your business as well as following the order of operations to assign them out. Below is the link to the webinar recording where you will learn about PSLs and see how it’s done.

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Maps Webinar: Permission Set License Assignment

**Wisdom Wednesday’s Gem - Configure Permission Groups**

In addition to TopicTuesaday’s recent article informing users about assigning permission set licenses and permission sets for Salesforce Maps, we would like to add another resource “Configure Permission Groups”.

Permission Groups in Salesforce Maps grant or restrict access to users and/or Salesforce profiles’ certain features in Salesforce Maps. In this feature you can create permission groups, edit the existing ones, and also assign them to users.

Click on the document below for more in-depth details of Permission Groups with sub-links that you can read on your own.

If you have any questions, recommendations, tips, or tricks, comment below.

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Manage Permission Groups

*** Wisdom Wednesdays - Territory Planning Winter ’21 Release ***

Join the Territory Planning product team as we showcase the latest and greatest features found in the Winter ’21 Release!

✳️ New Feature Preview - Alignment History ✳️

By design, territory planning is an iterative process. Our newest feature, Alignment History, makes it easier than ever to keep track of the multitude of changes made to your Alignments over time. Each History record captures the details of the change, the user, and the date/time, providing an unparalleled level of transparency across all Territory Planning users.

For more information on this feature and many others, join us for our upcoming Territory Planning Winter ’21 Release webinars:

1) Thursday, Nov 5th - Feature previews and demos

2) Thursday, Dec 3rd - Open Q&A with our Product Managers

Register here: https://register.gotowebinar.com/rt/8086541195230094851

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Territory Planning Winter ’21 Release Webinar Registration

*** Wisdom Wednesdays - Maps Advanced Winter ’21 Release ***

Join the Salesforce Maps Advanced product team as we showcase all the latest and greatest in the Winter ’21 release!

✳️ New Feature Preview - Shared Visit Windows ✳️

Save time for your reps by updating client availability within a Shared Visit Window. These read-only visit windows can be referenced by one or more client records for use within the optimization process for automated call planning. Shared visit windows are great for assigning hours to chains or franchises, or as general templates such as “AM Visits Only”.

We will be hosting two sessions on the Winter '21 Release-

1) Thursday, Oct 29th - Feature previews and demos

2) Thursday, Dec 10th - Open Q&A with our Product Managers

#Wisdomwednesdays

Salesforce Maps Winter ’21 Release Webinar Registration

*** Wisdom Wednesdays - Territory Planning Winter ’21 Release ***

Join the Territory Planning product team as we showcase the latest and greatest features found in the Winter ’21 Release!

✳️ New Feature Preview - Alignment Comparison ✳️

Ever have a need to compare territories from last year to this year, or how about one business segment to another? With Alignment Comparison within Territory Planning, you now have the ability to overlay alignment maps on top of one another while also measuring the difference between key alignment metrics - and when you're all done, you can export the comparison to PDF for printing or sharing with others.

For more information on this feature and many others, join us for our upcoming Territory Planning Winter ’21 Release webinars:

1) Thursday, Nov 5th - Feature previews and demos

2) Thursday, Dec 3rd - Open Q&A with our Product Managers

Register here: https://register.gotowebinar.com/rt/8086541195230094851

#Wisdomwednesdays

Territory Planning Winter ’21 Release