How do I create a territory in Salesforce?
Create a Territory Type
- From Setup, enter Territory in the Quick Find box, then select Territory Types.
- Click New Territory Type.
- For the label, enter Named Accounts.
- For the description, enter Accounts named for businesses or people.
- Specify a priority of 100 so there’s room to add priorities above and below this one.
How do I manage territories in Salesforce?
Use Enterprise Territory Management to manage and maintain your company’s sales territories. 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.
What is a territory type 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. For example, 001 can indicate that a territory type is the highest priority or the lowest.
What are two capabilities of territory management?
Key benefits of territory management include:
- 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.
How is an opportunity assigned to a territory?
When you assign a territory to an opportunity, that opportunity is shared with all Salesforce users assigned to that territory’s parent in the territory model’s hierarchy. The opportunity territory assignment filter assigns territories to opportunities based on the filter logic in the Apex class.
What is the use of territory in Salesforce?
Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories.
Which are key benefits in implementing territory management?
Accounts can be assigned to territories, either manually or by setting the assignment rules. The key benefits of Territory Management are increased sales with complex structure, generate category wise sales reports, transfer sales reps between territories, and evaluate sales performance with greater accuracy.
Does territory hierarchy replaces the role hierarchy for sharing?
Role hierarchy affects sharing settings for all standard and custom objects in Salesforce. Territory Management only affects the sharing settings of accounts and the standard objects that have a master-detail relationship to accounts.
What is difference between role and role hierarchy in Salesforce?
In salesforce, roles are defined so as to increase the data visibility a particular user has. Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy. It is not mandatory that a user should have a role.
Can an account be in two territories Salesforce?
Accounts are assigned to territories according to your rules automatically on account creation or update only if your territory model is in Active state. Accounts that aren’t assigned to territories by rules can be assigned manually to one or more territories, one territory at a time.
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.
How to create a chatter profile in Salesforce?
Describe what Chatter is and explain how it differs from similar applications. Update your Chatter profile. Describe the different types of Chatter groups and create a group. Follow users, groups, and records. Enable and configure email notifications. Attach files and add topics to a post.
Can You forecast by territory in Ursa Salesforce?
If you use Collaborative Forecasts, you can forecast by territory. Enterprise Territory Management sounds like the perfect solution for the Ursa Major sales team—no more spreadsheets!
How to create a priority scheme in Salesforce?
You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest. Make sure that your scheme can scale as you add more territory types.
