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Territory Health Assessment

By Salesforce Labs

Compares your territory model with an optimized one from Territory Planning

No Ratings
Free  

Never requires payment

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Business Need
Productivity
Forecasting
Geolocation
Requires
Sales Cloud
Compatible With
Sales Cloud

Determine whether your territory models benefit from optimization strategies using Territory Planning, an add-on product from Salesforce. To improve sales projections, upload your model data using CSV files, optimize your territories, and compare results.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
THA/THA master_1.3.1.0 1.3.1
Listed On
04/24/2023
Latest Release
08/09/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/27/2023

Additional Details

Shows a comparison of your territory model with an optimized version using Territory Planning. Run optimizations using strategies that reveal opportunities for coverage improvements. Then share the results in PDF files with your stakeholders.

Need help?

Salesforce Labs

San Francisco, CA, USA

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