How to enable territory management in salesforce


How Do You Activate Territory Management in Salesforce?
  1. Go to Setup.
  2. In the Quick Find box, enter territories then select Territory Settings.
  3. Click Enable Enterprise Territory Management.
  4. To start out, select the most restrictive access levels, then click Save.
May 25, 2021

Table of Contents

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.

How do I enable enterprise territory management?

Enable Enterprise Territory ManagementFrom Setup, enter Territories in the Quick Find box, and then select the territory settings.Click Enable Enterprise Territory Management.

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.

Where is the manage territories permission Salesforce?

Enable Territory ManagementIn 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.More items…

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.

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 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 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.

Why is territory management important?

Territory management can help spread out the workload for your sales team, allowing them to complete tasks more efficiently, build better customer relationships and increase the good-quality leads that they get.

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