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?
To avoid redrawing the existing territory boundaries every time they create a new data set and alignment, Alpine Energy can use the Import from Alignment feature in Territory Planning. This feature allows the customer to import an existing territory model and boundary assignments from another alignment that uses the same territory boundaries as the new data set. This way, the customer can save time and effort by reusing their previous territory design and making adjustments as needed. To use this feature, the customer can follow these steps:
Click the Territory Planning tab to launch the app and display the Browser window.
Hover over an active data set and click the + symbol to add a new alignment.
Enter a Name and Description (optional) for the alignment and click Next.
In the Create Alignment window, select Import Model | Import from Alignment | Next.
Select an existing alignment from which to import the model and boundary assignments.
Click Import.
: Create an Alignment in Salesforce Maps Territory Planning | Salesforce Help
: Import a Territory Model from Another Alignment | Salesforce Help
A rep knows they will be traveling to an outlier part of their territory the last week of the month. What should they do to get the most accurate routes accommodating their travel plan?
From which device(s) can a user create and edit a Route or Schedule?
1: Create a Route in Maps | Salesforce Help2
2: Routes Feature | Salesforce Maps Mobile User Guide
3: Sync Routes Between Desktop and Mobile | Salesforce Maps Mobile User Guide
: https://help.salesforce.com/s/articleView?id=sf.maps_mobile_routes.htm&type=5 : https://help.salesforce.com/s/articleView?id=sf.maps_mobile_sync_routes.htm&type=5
Alpine Energy wants to ensure its sales reps' homes are located within the boundaries of their respective territories whenever they run an optimization. Which Territory Planning feature should a Consultant recommend?
A user has reported to their Admin that they do not have the option to enable Live Location from the Salesforce Maps mobile app settings page. What may be the problem?
Eric
8 days agoJanine
21 days agoJoye
23 days agoMargery
1 months agoArdella
2 months agoParis
2 months agoBelen
2 months agoElena
3 months agoRessie
3 months agoMignon
3 months agoJulio
3 months agoIluminada
4 months agoTeri
4 months agoJestine
5 months agoElroy
6 months agoRobt
6 months agoHaydee
6 months agoYuki
6 months agoMerilyn
7 months agoJose
8 months ago