According to the Salesforce Help article on Compare Maps Route and Schedule 3 , the optimization engine in Territory Planning takes into account three factors: Areas/Units in Focus, Geography, and Selected Optimization Field/Attribute. These factors help you design optimal territories based on your business goals and constraints.

The two possible causes of this behavior are that the client is using a Professional edition Org which limits the number of records that can be processed using API, and that users are assigned to the Default Maps Permission group that has the Max Query Size defined to 5000. These factors can affect the number of records that users can plot on Desktop using their Account based marker layers. The Professional edition Org has a limit of 5,000 API calls per user license per 24-hour period, which can restrict the amount of data that Salesforce Maps can access and display. The Default Maps Permission group has a default setting of 5,000 for the Max Query Size, which can limit the number of records that users can query and plot on Desktop. The se factors are explained in the  Salesforce API Request Limits and Allocations  document and the  Salesforce Maps Permission Groups  document.

According to the Salesforce Maps documentation 1 , to create a data layer, the admin must first select either the Personal or Corporate folder in the Layers tab. The Personal folder is for saving data layers privately so only the admin can see them, while the Corporate folder is for sharing data layers with other maps user s. After selecting a folder, the admin can hover over New and select Data Layer, then name the data layer and select the data source, filter, and style options. If the admin does not select a folder before attempting to create a layer, all of the options w ill be greyed out and unavailable.  References :

1 : Create Data Layers | Salesforce Help 1

According to the Trailhead module on Get to Know Salesforce Maps 3 , one of the features of Maps is the ability to overlay multiple layers on the map.  This allows users to see different types of data on the same map and identify patterns, trends, and opportunities 3 . For example, a sales representative can overlay a marker layer for upcoming events with a layer for prospects and let the rep know who is nearby. This way, the sales representative can help plan field visits for r eps in the field more efficiently and effectively.

According to the Salesforce Maps documentation 1 , when using the limit areas by attribute option during an optimization, some units may be trimmed from the areas and assigned to a specific area or the unassigned bucket, depending on the leftover unit assignment setting. To visualize these lef tover units, the user must open the alignment using the “Include Unassigned Units” option, which will display all units in the data set, regardless of whether they are assigned to an area or not.  This option can be found in the Alignment Settings window, under the Data tab 2 . By selecting this option, the user can see the leftover units on the map and in the legend, and decide how to handle them.  References :

1 : Optimization in Salesforce Maps Territory Planning | Salesforce Help 1

2 : Alignment Settings | Salesforce Help 3

To create a custom data layer from a CSV file, the user needs to have two permissions assigned to the permission group they belong to: Manage Data Sources and Manage Data Layers.  These permissions allow the user to upload external CSV files with r ecord and location information, and create data layers to visualize this data in Salesforce Maps 1 .  The user can create custom data layers from CSV files by following these steps 2 :

Click Layers.

To save the data layer privately so only you can see it, click Saved | Personal. Or, to share the data layer with other maps users, click Saved | Corporate.

Hover over New and select Data Layer.

Name the data layer and select the data source, filter, and style options you want the data layer to show.

Click Choose data source and select Add a Data Source.

Log in to the Salesforce Maps Custom Data Source Portal with your Salesforce credentials.

Click + New to begin uploading a new external CSV file.

Name your data source and click Upload Files to choose a local CSV file to upload as a data source.

Select the location headers and the column headers you want to import from your CSV file, and format the data for each column header.

Click Save and Process to upload your data source to Salesforce Maps.

References :

1 : Custom Data Sources with Salesforce Maps | Salesforce Help 1

2 : Create Data Layers | Salesforce Help 3

According to the Trailhead module  3 , the import from alignment feature allows planners to import existing territory boundaries from a previous alignment into a new data set and alignment. This way, they can avoid redrawing the boundaries every time they create a new data set and alignment. This feature is useful for companies like Alpine Energy that realign their sales territories quarterly and want to pre serve their previous alignments.

These are two factors that an admin should keep in mind during the oAuth process when setting up Maps Advanced.  According to the article "OAuth user requirements for Salesforce Maps" 1 , an oAuth user is required to establish a secure asynchronous connecti on with the Salesforce Maps Advanced, Live Tracking, and Territory Planning products. The oAuth user impacts the following product functions:

Performs optimizations for routes in Advanced Routing

Uploads results of Live Rules into customer Org in Live Tracking

Performs optimizations for territories in Territory Planning To perform these functions, the oAuth user should have full CRED (Create, Read, Edit, Delete) ri ghts for records being routed 1 .  The oAuth user should also be assigned a role that is above the Maps Advanced end-users in the Salesforce Role Hierarchy 1 . This ensures that the oAuth user can access and modify the records of the end-users.  Having the SF Maps Admin permission set is not the only prerequisite for the oAuth user, as the oAuth user also needs to have the Salesforce Maps Advanced Permission Set License assigned and the SF Maps Advanced Permission Set assigned 1 . The oAuth user does not need to fall within Sales organization, as thi s is not a relevant factor for setting up Maps Advanced.

An administrator can assign users to a Maps Advanced Visit Plan by either selecting user profiles or individual users from the Users tab in the Visit Plan configuration. This is explained in the  Assign Users to Your Visit Plan  sectio n of the Salesforce Help Docs.

Salesforce Maps is a powerful tool that supports field sales operations from top t o bottom. It combines geographical data with CRM data, including critical features such as territory management, route optimization, geolocation tracking, and data visualization. To replace a legacy mapping solution with Salesforce Maps, the best action fo r an implementation partner is to transform the customer’s business processes and capture new requirements to implement in Salesforce Maps. This way, the partner can leverage the full potential of Salesforce Maps and tailor it to the customer’s specific ne eds and goals. The partner can also help the customer with the implementation process, such as assessing the current sales operations, defining the records and fields for the datasets, creating and publishing alignments, and controlling access to datasets and alignments. The partner can also provide training and support for the customer to ensure a smooth transition and user adoption.  References:   Ultimate Guide to Salesforce Maps: How to Use & I mplementation ,  Implementing Salesforce Maps Territory Planning ,  Best Sales Mapping Software | Salesforce Maps - Salesforce.com US ,  Salesforce Maps Configuration | Salesforce Trailhead ,  Discover Salesforce Maps | Salesforce Trailhead