Territory Planning area qualification with geographic containers and rules
Key Takeaway
When a planning area has both a geographic container and assignment rules, an account qualifies only if it matches the container and then passes the rules. The rules include a parent area's rules when "Apply to Child Area" is selected on the parent. An account that fails either stage isn't associated with the area's territory.
Territory Planning in Agentforce Life Sciences decides which accounts belong to each planning area in an alignment. Territory Planning then writes those decisions back to Enterprise Territory Management as territory associations. Qualification works as a two-stage filter. An optional geographic container first narrows the accounts by location. Assignment rules then decide which of the remaining accounts qualify.
Alignments, planning areas, and territories
A Territory Planning alignment is built from a Sales Planning segment and its live dataset. The alignment imports the active Enterprise Territory Management hierarchy as planning areas, so each planning area stands for an Enterprise Territory Management territory.
Because the alignment imports the active territory model, create and activate the Enterprise Territory Management model and hierarchy before you configure alignments and rules.