MemberApril 30, 2016 at 6:15 pm
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?
MemberJune 7, 2016 at 3:44 pm
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.
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