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A customer would like to create an alignment based on a territory model exported from another system. The records are not importing, with an error indicating 'Some records did not import'. Which two steps should the user take to resolve the error?
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The team at Alpine Energy uses Maps Advanced and is planning to do a targeted sales calls in the field for a new product launch. They want to try to maintain standard cadences with their customers, but their priority is to visit certain subsets of customers at least one time in conjunction with their marketing campaign. What should they do?
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Question 96 - Certified Maps Professional discussion

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Alpine Energy realigns its sales territories quarterly and saves a copy of the final alignment published during each planning cycle. At the start of the next quarter, planners for the company want to avoid redrawing the existing territory boundaries every time they create a new data set and alignment. Which Territory Planning feature could Alpine Energy use to accomplish this?

A.
Import from Alignment
Answers
A.
Import from Alignment
B.
Import from CSV
Answers
B.
Import from CSV
C.
Import from Salesforce Territory Model
Answers
C.
Import from Salesforce Territory Model
D.
Import from Data Set
Answers
D.
Import from Data Set
Suggested answer: A

Explanation:

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


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asked 23/09/2024
Coleman Owie
39 questions
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