Share this article…How many times have you heard colleagues across sales operations teams and sales management complain how tedious planning sales territories (sometimes referred to as “patches”) can be? Probably quite a few! Regardless of the way this process is being conducted in your organization,… Read More …
Here are highlights from article A Deep Dive Into Salesforce Maps Territory Planning | Salesforce Ben
1. Territory planning is the process of dividing broad geographical areas into smaller sections, each handled by a specific person or team.
– This process can be complex for larger organizations, as various factors need to be considered to ensure an equitable split and increased efficiency.
– Planning can be both a scheduled effort and an ad hoc situation managed on a case-by-case basis.
2. Salesforce Maps Territory Planning is a Salesforce product that helps prevent unbalanced territories and allows sales operations managers to optimize their efforts within Salesforce CRM.
– The product offers out-of-the-box functionality, including the use of various data sources, filtering data for specific planning scenarios, modeling potential territory changes, and requesting feedback.
– Changes made during the planning process can be reflected directly within Salesforce.
3. The setup and configuration of Salesforce Maps Territory Planning require the installation of the Territory Planning managed package.
– An integration user with the necessary licenses and permission sets is required for data creation and optimization requests.
– Users need to be assigned the Salesforce Maps Territory Planning Permission Set License and the SF Maps Territory Planning Permission Set.
– Admin users should also have the Maps Admin Permission Set for full access to settings.
– Area Roles can be defined within the package configuration page.
4. After the initial setup, users can access the Territory Planning functionality through the Territory Planning tab in the Salesforce Maps app or by searching for “territory planning” in the App Launcher.
– Datasets can be used to import and analyze data related to territories.
– Territory models allow users to define and visualize potential territory changes.
– Users can request feedback on proposed changes and collaborate with team members.
– Changes made in Territory Planning can be reflected in Salesforce, such as assigning account or opportunity owners.
5. Territory Planning offers additional features such as performance analytics, reporting, and integration with other Salesforce products like Sales Cloud and Einstein Analytics.
– Users can track key performance indicators, analyze territory performance, and generate reports.
– Integration with Sales Cloud allows for seamless data integration and automation.
– Integration with Einstein Analytics provides advanced analytics and insights to support decision-making in territory planning.
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Source from salesforceben(dot)com