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What is service territory in Salesforce?
Service territory members are service resources who work within the territory. Associating them with a territory ensures that they’re assigned to appointments near their home base. Secondary territories are territories where the resource can be assigned to appointments if needed.
What are the benefits of enabling territory management choose 3 answers?
The ability to use account criteria to expand a private sharing model. Support for complex and frequently changed sales organization structures. Support for transferring users between territories, with the option to retain opportunities. Multiple forecasts per user, based on territory membership.
How to assign territories to opportunities in apex?
Filter-based opportunity territory assignment lets you use a job to assign territories to opportunities. We provide code for an Apex class that you can use as is or modify as needed, based on our guidelines. You can find our code in the Apex Reference Guide.
How do you assign accounts to a territory?
You can assign accounts to the territories they belong to manually or by applying assignment rules. A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory.
How do you assign a territory in Salesforce?
From the Territory Models page in Setup, open the Current Fiscal Year territory model by clicking View Hierarchy, and then open the Northern California territory. In the Assignment Rules Assigned to This Territory related list, click New. On the rule edit page, for the rule’s name, enter Northern California Zip Code.
When do you assign accounts according to rules?
If your territory model is in Planning state, running rules lets you preview account assignments. If your territory model is in Active state when you run rules, accounts are assigned to territories according to your rules.