Turn On Territory Management.
- From Setup, enter Territory in the Quick Find box, and then select Territory Settings.
- 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.
Table of Contents
What is Salesforce enterprise territory management?
And with Enterprise Territory Management: Salesforce admins can set up and test territory models before implementing them. It’s easy to make assignments between territories, accounts, and opportunities. Reports help teams organize for optimal coverage and assess territory effectiveness.
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.
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.
What does the enable territory management button do?
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: The name of your organization is set as the top of the territory hierarchy.
How do I enable territory management?
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.
How do I enable territory model in Salesforce?
Activate a Territory ModelPreview account assignments before activating the model.Open the record for the territory model you want to activate and click View Hierarchy.Click Activate. The model state changes to Activating while Salesforce processes your request.
What happens when you enable territory management in Salesforce?
Territory Management affects the following areas: Sharing rules and access to records, Reports, Dashboards, Folders, Views, Forecasts, Groups, Account Visibility, and Opportunity Visibility. When the feature is activated, all Custom Report Type based reports will solely use the Territory Hierarchy.
What is enterprise 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?
Enterprise Territory Management in Salesforce Helps you organize groups of accounts and the sales reps who work with those accounts. You create territories based on territory types.
How do I find territories in Salesforce?
On the Accounts or Opportunities tab, begin creating a list view. Give the view a name, and then specify My territories’ or My territory team’s in the filter criteria. Add other filters if you need them. Choose other fields you want to filter on, then select any other fields you want the list view to show.
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.
How do I assign a territory to a user in Salesforce?
Assign Users to TerritoriesFrom the territory model hierarchy, open the territory where you want to assign users.On the territory’s detail page, in the Assigned Users related list, click Manage Users.On the Assign Users page, select or search for the user you want to add.Click Save.
How many territories can an instance of Salesforce have?
By default, each territory model can have up to 1,000 territories.
What is territory model in Salesforce?
A territory model represents a complete territory management system for your company. Modeling lets you create and preview multiple territory structures and different account and user assignments before you activate the model that works best.
What is 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.
What is territory model in Salesforce?
A territory model represents a complete territory management system for your company. Modeling lets you create and preview multiple territory structures and different account and user assignments before you activate the model that works best.
How many territory models are there in Salesforce?
one active territory modelYou 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 extra modeling or reference. Some states reflect a territory model’s lifecycle and others indicate errors in processing when states are changed.
How do I delete a territory model in Salesforce?
From Setup, enter Territory Models in the Quick Find box, then select Territory Models. Find the model in the list. Check the value in the State column to make sure that the model is in the Planning or Archived state. Click Del.
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.
Why is territory management important?
And territory management keeps things fun, because it encourages healthy competition within your team.
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.
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?
How to track user functions within a territory?
Track user functions within territories by creating territory roles and assigning them to territoryusers as needed. For example, create roles such as Territory Owner, Sales Manager, Product Specialist,or Sales Representative. Users can even have different roles in different territories.
What is a territory model state?
Territory model state indicates whether a territory is in the planning stage, in active use, or archived. You can have only one activeterritory model at a time, but you can create and maintain multiple models in planning or archived state to use for extra modelingor reference. Some states reflect a territory model’s lifecycle and others indicate errors in processing when states are changed.
What is a rule in a territory?
A rule identifiesone or more characteristics you use to define that territory, and tells Enterprise Territory Managementto assign accounts with those characteristics to that territory automatically. Accounts are assignedto territories according to your rules automatically on account creation or update only if your territorymodel is in Active state.
How to set up a filter based opportunity territory assignment?
To set up filter-based opportunity territory assignment, first familiarize yourself with how it works. Then enable the feature. Next,you’ll define the Apex class that supplies the filter logic—using either our code or your own. If you are using our code, you assignpriority values to territory types and run the job that executes the Apex class.
What is a territory type?
Territory types help you organize your territories by key characteristics important to yourAvailable in: Developer andcompany. Every territory you create has a territory type. Territory types are used for organizingPerformance Editions andand creating territories only. They don’t appear on territory model hierarchies.in Enterprise and Unlimited
Can you delete a territory model?
Delete a territory model if your team no longer actively uses the model for territory managementor reference. You can’t delete an active territory. The model must be in Planning or Archived state.
Can you assign users to territories?
Assign users to the territories they operate in to sell products and services. You can assign users to territories that belong to modelsin Active or Planning state, though assignments made within Planning state models are for planning purposes only. They don’t affectuser access to records.
How to turn on territory management in Salesforce?
In Salesforce, go to Your Name -> Setup -> Manage Territories -> Settings. 2.
Does Salesforce have territory management?
Territory management is not enabled by default in Salesforce. To request territory management for your organization, contact salesforce.com. You must meet the following prerequisites before enabling territory management: Your organization must be using customizable forecasting in order to enable territory management.
Territory Management Basics
Set up Enterprise Territory Management and assign accounts, rules, and users.
Advanced Territory Management
Learn advanced skills for managing territories, including performance considerations.
Increase Sales Efficiency with Territory Management
Help your sales team keep track of who’s assigned to each account and opportunity.
Sales Territories and Forecasting
Create balanced territories and forecast sales effectively with the Sales Cloud platform.
Build and Manage Your Sales Team the Salesforce Way
Learn from the experts at Salesforce how to build a highly effective sales team.
