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Alpine Energy realigns its sales territories quarterly and saves a copy of the final alignment published during each planning cycle. At the start of the next quarter, planners for the company want to avoid redrawing the existing territory boundaries every time they create a new data set and alignment. Which Territory Planning feature could Alpine Energy use to accomplish this?
According to the Trailhead module 3, the import from alignment feature allows planners to import existing territory boundaries from a previous alignment into a new data set and alignment. This way, they can avoid redrawing the boundaries every time they create a new data set and alignment. This feature is useful for companies like Alpine Energy that realign their sales territories quarterly and want to preserve their previous alignments.
A regional sales director wants to import all accounts in a region into a single view within Territory Planning. There are over 350,000 accounts that make up the territories in this region. Which data set creation strategy should a Consultant recommend?
According to the Trailhead module 2, this is the best strategy for creating a data set with a large number of accounts. A single SOQL query can retrieve up to 500,000 records, and aggregating to the container level can reduce the number of units in the data set. This can improve the performance and efficiency of Territory Planning.
What are three things that can be published from Territory Planning to Enterprise Territory Management?
According to the Salesforce Help article on Publish to Enterprise Territory Management in Salesforce Maps Territory Planning2, three things that can be published from Territory Planning to Enterprise Territory Management are: manually assigned accounts, territories, and geographic territory rules. Manually assigned accounts are accounts that are locked to a specific territory in Territory Planning and will not be affected by optimization or rule changes2. Territories are the hierarchical units that define sales and service coverage areas3. Geographic territory rules are rules that assign accounts to territories based on their address fields4.