How does Salesforce implement territory management?
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 Salesforce territory management?
Salesforce Territory Management is a tool that helps organizations like yours manage accounts and opportunities by territory. It lets you organize your accounts by any field and create hierarchies of accounts.
How do you go about allocating territories to Salesforce?
Assign One or More Territories Manually to an Account
- Open the account you want to assign territories to.
- On the account’s Assigned Territories related list, click Assign Territories.
- Select the territory model that contains the territories you want to associate.
- Select each territory you want to assign.
How do I create a 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.
Which are key benefits in implementing territory management?
Key benefits of the Salesforce Territory Management feature in Salesforce: 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.
What is the difference between role hierarchy and territory management?
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 territory rules in Salesforce?
Create and run rules that automatically assign new or edited accounts to territories. 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 automatically.
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.
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.
Which are key benefits in implementing territory management choose 3?
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.
How do I enable territory management in Salesforce?
To enable the Territory Management feature, follow these steps: Go to Setup. In the Quick Find box, enter territories then select Territory Settings. Click Enable Enterprise Territory Management. To start out, select the most restrictive access levels, then click Save.
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 sales territories defined in Salesforce.com?
Usually, territories are defined based on the sales potential, its history, geography, sales potential, customer names, competitive activities, or a combination of these factors. Sales Managers can maximize productivity and improve on the economies of scale in field sales by assigning sales territories to individual representatives.
Why are territory hierarchies important in Salesforce.com?
Territory and role hierarchies are a way to distribute territories and grant access to specific information based on role (managers vs sales reps as an example). Because sales roles have their own responsibilities and and needs, they only need access to areas of the application that are relevant to them.