Salesforce Exam Salesforce-Maps-Professional Topic 1 Question 7 Discussion

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