How do you assign a role to a territory?

How do you assign a role to a territory?

Required Editions and User Permissions Open the record of the territory where you want to assign territory roles. In the Assigned Users list, click Edit next to the name of a user to whom you’re assigning a territory role. From the Role in Territory picklist, select the user’s territory role. Click Save.

How does Salesforce territory work?

Create territory types, build a model, and then add and test your account assignment rules. When you’re satisfied with your model, activate it, then assign users and accounts. Roll it out to your team, and then run reports to assess its impact and make adjustments as needed.

How do I setup a territory in Salesforce?

Create a Territory Type

1. From Setup, enter Territory in the Quick Find box, then select Territory Types.
2. Click New Territory Type.
3. For the label, enter Named Accounts.
4. For the description, enter Accounts named for businesses or people.
5. Specify a priority of 100 so there’s room to add priorities above and below this one.

How does a territory work in Salesforce.com?

Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types. The territory record shows assigned users, manually assigned accounts, the forecast manager, and rules that assign accounts automatically. A territory can have both parent and child territories.

When to use Granular locking in Salesforce territory management?

Use granular locking. Some hierarchy-related tasks require administration locks that temporarily restrict other Salesforce Territory Management users. Affected activities may include certain admin functions, portal user provisioning, and account ownership changes.

How are rules and accounts related in Salesforce?

Rules can work together within territories and child territories. For example, you create a territory called Western US States, with child territories Washington, Oregon, and California. From the Western US States territory record, you create a rule that assigns accounts in Washington, Oregon, and California to that territory.

How are accounts and users assigned to territories?

Accounts and users are assigned to territories independently, but when an account is assigned to a territory, that territory’s users have access to the account. It’s easy to find out who those assigned users and territories are by looking at an account record.