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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.

References:

: Create an Alignment in Salesforce Maps Territory Planning | Salesforce Help

: Import a Territory Model from Another Alignment |Salesforce Help

According to the Trailheadmodule 2, there are two possible reasons for missing markers on mobile devices compared to desktop devices. One is that the maximum records to plot setting for mobile is considerably less compared to desktop, which means that only a subset of records will be plotted on the map. The other is that the plot visible area feature is enabled, which means that only the records that fall withinthe current map view will be plotted.

The sales manager is unable to publish the alignment because they only have Commenter access to the alignment, the alignment must be submitted for approval before publishing, and the alignment must be approved before it can be published. These are the three possible reasons that prevent the sales manager from publishing the alignment to Salesforce Maps. Commenter access only allows users to view and comment on alignments, but not edit or publish them. Submitting and approvingalignments are required steps for publishing alignments if Alignment Approval is enabled in the org. These are explained in the Control Access to Alignments and Set Up a Process for Alignment Approvals and Publishing documents.

The implementation team is responsible for business and IT sanity testing post deployment to production. Sanity testing is a type of software testing executed on the stable build of an application with minor code changes. It is also known as surface-level testing. A sanity test is performed to ensure the application works as expected after the bug fixes or changes in the code1. The implementation team, which consists of developers, testers, and business analysts, conducts sanity testing to verify the functionality and performance ofthe application after deployment2. The project manager, the Salesforce support team, and the customer are not directly involved in sanity testing post deployment.

According to the Salesforce Help article on Sharing and Collaboration in Salesforce Maps Territory Planning6, one of the ways to share an alignment with stakeholders is to click the share button from the Browser, alignment header, or map legend. This will open a dialog box that allows users to share an alignment as a PDF file via email or download it locally6. The PDFfile contains information such as alignment name, description, date range, dataset name, number of areas and units, unit assignment summary, unit distribution summary, map view, and area list

According to the Trailhead module on Get to Know Salesforce Maps Territory Planning4, one way to ensure that Universal Containers will only plan territories for states they do business in is to filter the boundaries by states in the “Create Data Set” stage4. This will allow them to select only the states that are relevant for their business and exclude the rest from their territory planning process4.

According to the Salesforce Help article on Fix Data Import Errors in Salesforce Essentials1, oneof the steps to fix import errors is to check the failed data import log to determine the cause. The log file contains an extra field that describes errors for each item in detail1. Another step to fix import errors is to ensure that the columns of the CSV are in the proper order. The order of the columns in the CSV file must match the order of the fields in Salesforce2.

A Salesforce Maps Solution Architect should have excellent verbal and written communication skills, understanding of designpitfalls and mitigation actions, and being effective at planning, monitoring, and reviewing Maps customer use cases to successfully scope the project. These abilities are essential for gathering and analyzing the customer’s requirements, designing and proposing the best solution, andensuring the quality and satisfaction of the implementation. These abilities are also part of the Salesforce Maps Solution Architect Certification exam guide.

The team at Alpine Energy can leverage Promotional Windows to prioritize visits to the subsetof the targeted customers. Promotional Windows are a feature in Maps Advanced that allow users to create temporary changes in visit frequencies for specific customers or datasets. This way, they can maintain their standard cadences with their customers, but also focus on the new product launch for a certain period of time.

The Publish toSalesforce Maps option is not turned on in the Publish options of the Maps configuration. This option allows users to publish their alignments to Salesforce Maps as Shape Layers and Auto Assignment rules. If this option is not enabled, users will not seeSalesforce Maps as a publishing option in Territory Planning. This is explained in the Configure Options for Publishing Alignments document.