Enterprise Territory Management in Salesforce
|What It’s Called||What It Does|
|Territory||Helps you organize groups of accounts an …|
|Territory type||Helps you group territories according to …|
|Territory type priority||Helps you choose the appropriate territo …|
|Territory model||Represents a complete territory manageme …|
Apr 30 2022
How do I create a territory in Salesforce enterprise?
Turn on the Enterprise Territory Management feature and define default access levels. Create territory types, territory models, and territories. Sometimes being territorial is a good thing. For example, a sales team needs to keep track of who’s assigned to work which accounts, right?
What is territory priority in Salesforce?
Territory Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types. Territory Type Priority Specifying and managing territory type priority information helps you choose the appropriate territory type for territories you create or edit.
How do I create a new 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. Click Save.
How do I set up enterprise territory management?
Click Enable Enterprise Territory Management. Select the most restrictive access levels, and then click Save. Now the feature is on and the user access levels are set. Lance wants a territory type called Named Accounts to categorize and define individual territories.
How do I set up a territory in Salesforce?
To create a top-level territory, hover over the territory model name and click Create Territory. To create a child territory from an existing territory, hover over the territory name and click Create Territory. On the New Territory page, define the territory: give it a meaningful label, choose its territory type.
How are territories assigned in Salesforce?
You assign accounts to territories by creating rules that assign them automatically or adding them manually. You can configure rules to apply to both parent territories and their child territories. Manual assignments apply only to the territory where they’re made.
How do you assign accounts to territories?
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.
What is a territory type in Salesforce?
Territory types help you organize your territories by key characteristics important to your company. Every territory you create has a territory type. Territory types are used for organizing and creating territories only. They don’t appear on territory model hierarchies.
Can an account be in two territories Salesforce?
Accounts & Users can be associated with multiple territories. An Opportunity can be associated with only one Territory. When you edit groups, roles, and territories, sharing rules are automatically recalculated to add or remove access as needed.
What is Salesforce territory hierarchy?
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 I assign a territory to opportunity in Salesforce?
Assign a Territory Manually to an OpportunityOpen an opportunity record or begin creating an opportunity.In the Territory field, select the territory you want to assign.Save your changes.
What is territory and types?
Brower (1976), differentiates territories into four types, namely: personal territory, community territory, community territory, and free territory.
How many territories can an instance of Salesforce have?
1,000 territoriesBy default, each territory model can have up to 1,000 territories.
What is territory Type Priority Salesforce?
Specifying and managing territory type priority information helps you choose the appropriate territory type for territories you create or edit. You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest.
What is a territory model 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.
What is a territory type?
Territory type. Helps you group territories according to a common denominator such as core reps versus overlay, or named accounts versus geographic territories. Every territory you create has a territory type. You use territory types only to organize and create territories.
What is a territory type priority?
Territory type priority. Helps you choose the appropriate territory type for territories you create or edit. 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.
Why is territory management important?
And territory management keeps things fun, because it encourages healthy competition within your team.
How many active territories can you have at a time?
Indicates whether a territory is in the planning stage, in active use, or archived. You can have only one active territory model at a time, but you can create and maintain multiple models in planning or archived state to use for additional modeling or reference.
Does Ursa Major Solar have a territory management system?
Without a territory-management system in place at Ursa Major Solar, Lance Park has been keeping track of his sales territories via his own maps and spreadsheets. It’s not very efficient. Lucky for Ursa Major, Lance recently heard about the Enterprise Territory Management feature in Sales Cloud.
Is being territorial a good thing?
Sometimes being territorial is a good thing. For example, a sales team needs to keep track of who’s assigned to work which accounts, right? What better way to do that than to set up sales territories for the team?