Contents
What are territory types in Salesforce?
Territory types are used for organizing and creating territories only. They don’t appear on territory model hierarchies. Territory Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types.
How do I set up enterprise territory management in Salesforce?
Enable Enterprise Territory Management
- From Setup, enter Territories in the Quick Find box, and then select the territory settings.
- Click Enable Enterprise Territory Management.
How do I delete a territory in Salesforce?
Within Salesforce Territory Management, territories can easily be removed manually by navigating to Setup | Manage Territory | Hierarchy & then click on [Del] for a selected bottom-level territory. When there are too many records to delete them one at a time, Data Loader can be used to perform a mass delete.
How is enterprise territory management used in business?
Enterprise Territory management is used to share Account and its related opportunity and Cases. Account can have multiple Territories. Opportunity can have only 1 Territory. Think about it – If Opportunity allowed to have multiple Territory, how revenue would be split between multiple Territory and what would be business rules ?
How are territories organized in a territory management unit?
Helps you group territories according to a common denominator such as core reps versus overlay, or named accounts versus geographic territories. Every territory you create has a territory type. You use territory types only to organize and create territories. They don’t appear on territory model hierarchies.
What can you do with territory management in Salesforce?
And with Enterprise Territory Management: Salesforce admins can set up and test territory models before implementing them. It’s easy to make assignments between territories, accounts, and opportunities. Reports help teams organize for optimal coverage and assess territory effectiveness.
Who is Maria Jimenez in enterprise territory management?
It’s been a few months since Maria Jimenez, Salesforce admin extraordinaire, set up Enterprise Territory Management for Ursa Major Solar. Her sales team’s been knocking it out of the park now that it’s so easy to keep track of who’s working on what. Recently, Ursa Major acquired a competitor, Capricorn Solar.