#Wisdomwednesday A core feature of Territory Planning is the ability to use drag-and-drop reassignment on the map or Mass Actions to reassign a selection of containers and/or units between areas. The following article will walkthrough how to utilize the Territory Planning drag-and-drop features to get your territories just right.
Reassignment in Salesforce Maps Territory Planning
#Wisdomwednesday have a look at the Winter '23 Release Notes for the Maps Portfolio of products.
Salesforce Maps Portfolio Winter '23 Release Notes
#Release Notes #Salesforce Maps #Salesforce Maps Territory Planning
#Wisdomwednesday Easily collaborate and build territories with your team and leadership in the Territory Planning application.
Sharing and Collaboration in Salesforce Maps Territory Planning
#Territory Planning #SF Maps #Collaboration #Salesforce Maps Territory Planning
#Wisdomwednesday Let your Sales and Services teams meet leadership goals by creating Top-down territory models in Territory Planning.
Create an Alignment with Top-Down Territory Models
#Territory Planning #Salesforce Maps Territory Planning #Salesforce Maps #Territory Modeling
#Wisdomwednesday Territory Planning can help you to streamline your territory creation process all from within Salesforce. Have a look at how and what data to include to start the Territory planning process.
#Salesforce Maps #Territory Planning #Salesforce Maps Territory Planning #Territory Management #Dataset
#Wisdomwednesday Quickly move from a Salesforce record page to Salesforce Maps with a click of a button by creating a Map it button. Take a look at the link below to see how.
#Wisdomwednesday If your company uses ESRI, you can connect your ArcGIS data to Salesforce Maps through our ArcGIS connector. See the resource article below to show you how!
Get Started with the Maps Connector for ArcGIS
#Wisdomwednesday Are there specific Salesforce Maps or Territory Planning features that you wish we discussed more? Comment suggestions below on what features you would like to see us cover.
#Salesforce Maps #Salesforce Maps Territory Planning #Territory Planning #AskAMapsExpert
#Wisdomwednesday Saving a boundary that you have created using the polygon, circle, or rectangle shape tools can be done with a few clicks of a button. See the link below to see how.
Saving Custom Boundaries as Shape Layers in Salesforce Maps
#Wisdomwednesday Want to make sure that your new accounts or leads are distributed to the correct territory? Try our Auto-assignment feature. In Maps, you can use auto-assignment along with your created territory shapes to ensure that objects are assigned to the right territory. Have a look at the article below.
Salesforce Maps Auto Assignment
#Salesforce Maps #SF Maps #Automation #Assignment Rules #Shape Layers