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How do I view territory hierarchy in Salesforce?
The territory hierarchy shows a model’s territory structure and serves as its main interaction point. Start from the hierarchy to create, edit, and delete territories; run assignment rules for territories, and navigate to territory detail pages for more information.
How do territories work in Salesforce?
You assign accounts to territories by creating rules that assign them automatically or adding them manually. Manual assignments apply only to the territory where they’re made. Report on Enterprise Territory Management. Run reports that show account assignments, user assignments, and more.
How do I enable territory management in Salesforce?
Enable Territory Management In Salesforce, from Setup, enter Territory in the Quick Find box, then select Territory Settings. Optionally, change the organization-wide territory management settings that are configurable from the Territory Settings page. Also, how do I enable enterprise territory management in Salesforce?
How does a territory record work in Salesforce?
Your territory model record connects your territories, user assignments, and account assignments. After you create the record, Salesforce creates a territory hierarchy based on it. Then you access the territory hierarchy to complete most of your territory management tasks.
Click either Enable Territory Management or Enable Territory Management from Scratch. What the Enable Territory Management Button Does when you click this button, your organization’s current forecast hierarchy and forecast data are automatically copied to the territory hierarchy as follows:
Why are territory hierarchies important in Salesforce?
Territory Hierarchies can be created which allows managers and executives to get information at a higher level and drill down to a lower level to examine the detail, providing data to better manage the sales team. Salesforce Territory Management allows the admin to create and define a territory hierarchy, which doesn’t replace the role hierarchy.