• #11606
    Salesforce | Nitish Nitish #194
    Forcetalks

    Enterprise Territory Management

    I am trying to understand which objects can be shared using Enterprise Territory Management. Finding this has been difficult because most information that comes up in searches is related to the old Territory Management.

    I did find this, from the old Territory Management:

    Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. For example, opportunities are included in territory management but leads are not.
    Is that also true for Enterprise Territory Management, or is it possible to affect custom objects as well?

     

    #12751
    Salesforce | Gourav Gourav #940
    Forcetalks

    Salesforce’s original territory management feature lets you grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field relevant to your business. Enterprise Territory Management builds upon the original feature by introducing territory types, territory models, and territory model states. These components let you create and preview multiple territory structures and strategies before you activate and implement the one that works best. Enterprise Territory Management also offers easier assignments between territories, accounts, and opportunities. Custom reports help you organize your territory model for optimum coverage, assess territory effectiveness, and modify your model if necessary. Your team can use Chatter to collaborate as you design and build your territory model.

Viewing 2 posts - 1 through 2 (of 2 total)

Please to reply to this topic.

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

Sending

About Us

Forcetalks is a Salesforce collaboration platform for coders & developers, geeks & nerds, consultants & business heads, admins & architects, managers & marketers and of course the business owners. A community where you can learn from, where you can contribute to. For you. For Salesforce. Read More...

Copyright 2020 Forcetalks. All Right Reserved.

Log in with your credentials

or    

Forgot your details?