A client has configured their data set and alignment in Territory Planning; however, when they open the alignment, they see that no units are assigned to areas despite being assigned in Salesforce. Which two steps should a consultant take to troubleshoot the issue?

Question

Nelson G Porras · Accepted Answer

Edit the data set, and see what field was used for Unit Assignment. Create a new alignment, and ' use the correct matching logic for this field.

Nelson G Porras · Accepted Answer

Edit the data set, and what report and/or queries were used to create it. Double check that the ^ reports and/or queries return records when logged in as the OAuth user.

Nelson G Porras · Answer

Edit the data set, and see what field was used for Unit Id. Edit the alignment, and change matching ' logic to match this field.

Nelson G Porras · Answer

Edit the data set, and see what field was used for Unit Assignment. Edit the records in Salesforce to match the area names in Territory Planning.

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