Territory Planning with Salesforce Maps

Designing balanced sales territories is critical for maximizing sales performance, reducing travel times, and ensuring fair quota distribution. This text-based course guides you through the fundamental principles of geographic and rule-based planning to build optimized coverage models. You will learn to eliminate gaps and overlaps in your sales regions using modern territory management strategies. By completing this course, you will transition from manual, spreadsheet-based planning to structured, data-driven territory alignment. You will understand how to balance workloads, allocate accounts fairly, and implement changes that keep your sales teams motivated and productive. What you'll learn: - Understand the core concepts of territory planning and spatial data alignment - Configure datasets and boundary rules within Salesforce Maps - Balance territories using key metrics like account count, revenue, and travel time - Apply modern data-driven approaches to resolve overlapping boundaries and coverage gaps - Publish and implement optimized territory models directly to your CRM workflow The course begins with foundational definitions of territory management and spatial data, ensuring you understand the theory before moving on to step-by-step alignment scenarios. You will then progress through practical written exercises that simulate real-world territory optimization challenges. This course is designed for sales operations specialists, business analysts, and sales managers who are new to territory planning tools and want to build structured, efficient sales regions. No prior mapping experience is required.