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EXPLORE ARTICLES

Getting Started

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Account Data Grid Actions

Territory Hierarchy Management

Geographic Territories

Bucket Rule Territories

SmartPlan Overview

Video: SmartPlan 2-Minute Demo

Video: SmartPlan Maps

How to Prioritize Criteria in SmartPlan

How to Use Balancer Criteria in SmartPlan

How to Use Cluster Criteria in SmartPlan

How to Use Maximum Balancing Criteria in SmartPlan

How to Use Minimum Balancing Criteria in SmartPlan

SmartPlan - Balance by Metrics

SmartPlan - Balance by Number of Accounts

SmartPlan Minimum Disruption Criteria

Account Families

Moving and Naming Accounts

Salesforce Lightning Actions

Salesforce Canvas Workflows

Roles and Coverage

Troubleshooting

Fullcast Best Practices

Admin & Settings

Video: SmartPlan 2-Minute Demo

Published on Nov 28, 2024

1 minute(s) read

Build balanced territories in minutes.

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