#Territory Planning0 discussing

Hello! I've recently completed the Salesforce Certified Sales Representative Exam Preparation trail, and am looking to improve my knowledge and understanding in the following areas:

-Customer Engagement

-Forecasting

-Customer Success

-Planning

I have identified these as my weakest areas, so any recommended study materials, trails, modules, etc. would be greatly appreciated.

Many thanks!

#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

#Territory Planning #Salesforce Maps 

#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.

Dataset Concepts

#Salesforce Maps #Territory Planning #Salesforce Maps Territory Planning #Territory Management #Dataset

#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

#Territory Planning

I get the following error when adding a new alignment.  I have to add it 4-5 times before it actually adds one I can work with.  Does anyone know why this is happening?

When I'm publishing my territories to the ETM - not all of the logic is carrying over and populating for the territories and quite a few are blank after publishing.  Trying to figure out why this is the case and looking to have the logic published from the carves.

Any insight?

#Territory Planning #ETM

Hi all, I've recently taken over a role that involves territory planning.  However, our instance of Salesforce includes Salesforce Maps and Territory Planning functionality, but we are not subscribed to Enterprise Territory Management.  I'm seeking direction regarding learning modules in Trailhead (or elsewhere) that best provide training on how to plan and create territories without having Enterprise functionality.  Every module I look at regarding territory planning seems to be built around the assumption that the account is equipped with Enterprise functionality, so I am unsure where to turn to become better educated on this using the tools we actually have.  

#Territory Planning  #Trailhead

I have been working with the Winter 22 changes to territory planning in my sandbox org and I'm having some trouble with the new option to import a territory hierarchy from a CSV. The menus make it look like all you would need to set up a territory hierarchy is the area name and parent area name, which I created columns for in my spread sheet but I get an error saying "Unable to locate parent area" even though I've tried pre populating the hierarchy in the alignment creation menu with names matching the values in my CSV's parent area columns. Has anyone else messed around with this feature and gotten it to work?

#Territory Planning @* Release Readiness Trailblazers * #New Releases

@* Sales Cloud - Best Practices *