Managing Geographies in Align
Align operational users can automatically generate geography records for supported countries, then use those geographies to manage geography-to-territory assignments, providing greater control and flexibility when defining territory alignments.
Who can use this feature?
- Browser Users
- Users require an Align License
- Align Operational Users
Configuring Managing Geographies for

To configure this feature:
- Ensure Configuring Align is complete.
- Navigate to Business Admin > Objects > vcountry__v.
- Ensure all countries used for alignments in Align have a corresponding active vcountry__v record.
Generating Geographies as

To generate geographies:
- Navigate to the Geographies tab.
- Select Generate Postal Code Records from the All Actions menu.
- From the Geographies homepage, select Generate Postal Code Records from the gear icon menu.
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Select the appropriate country from the list. The following countries are supported:
Andorra Estonia Lithuania San Marino Australia Finland Malta Singapore Austria France Mayotte Slovakia Belgium Germany Mexico Slovenia Brunei Greece Morocco South Africa Bulgaria Hungary Netherlands Spain Canada India New Zealand Switzerland Croatia Indonesia Norway Thailand Cyprus Italy Poland Turkey Czech Republic La Reunion Portugal United Kingdom Denmark Latvia Russia United States - Select Continue. Any new postal codes are added. Existing geography or geography territory records remain unchanged.
Managing Geography Assignments as

Users can assign one or more geographies directly to a territory. To assign geographies to a territory:
- Navigate to the Geography Territories section of the appropriate aln_territory__v record.
- Select +Create.
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Populate the following fields:
- Geography – Select the appropriate geography
- Start Date – The start date of the geography assignment
- End Date – The end date of the geography assignment
- Select + Add Row to add another geography, or select Save.
Transferring and Editing Multiple Geography Assignments
Align operational users can also transfer many geography assignments at once, as well as edit the start or end date of existing assignments.
To transfer many geography assignments at once:
- Navigate to the Geography Territories section of the appropriate aln_territory__v record.
- Select View More.
- Select the check boxes for the appropriate aln_geography_territory__v records.
- Select Transfer Assignments from the All Actions menu.
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Populate the following fields:
- New Territory – Select the new aln_territory__v record to transfer the geography assignments
- Effective Date – Select the appropriate date
- Select Continue.
To edit the start or end date of multiple geography assignments at once:
- Navigate to the Geography Territories section of the appropriate aln_territory__v record.
- Select View More.
- Select the check boxes for the appropriate aln_geography_territory__v records.
- Select Edit Assignments from the All Actions menu.
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Populate the following fields:
- Start Date – Select the new start date for the assignments. Leaving this field blank retains the original record value
- End Date – Select the new end date for the assignments. Leaving this field blank retains the original record value
- Select Continue.