Category: Enterprise Territory Management

This post is the continuation of my study notes for  Sharing and Visibility Designer Architect Certification. Previous post was regarding Salesforce Sharing and Security Cheat Sheet. Enterprise Territory Management is a very important topic and having a clear understanding will definitely going to help in passing the certification as well as implementing it for your own project.Nice to check out: Salesforce Spring 21 Release FeatureSalesforce Certification NotesSalesforce Release Video TutorialsSalesforce Lightning Flow Video TutorialsImportant Note:Original Territory Management is only available with Customizable Forecast.Enterprise Territory Management works with Collaborative Forecast. It will not work with Customizable Forecast.Territory:Group of Accounts and Sales reps who work for those accounts.Territory Type:This is the criteria to group territories. Every territory must have one Territory Type, but it will never appear in the Territory HierarchyTerritory Type Priority:Helps you to create priorities for your territory type.Territory Model:Creates the entire Territory Hierarchy.It allows to create multiple territory hierarchy and test that before activating.Number of territory models depends on the Salesforce edition.Territory Hierarchy:Shows the model’s territory structure.You can run assignment rules at the model level or individual territory levels.Your territory hierarchy in active territory model also determines the forecast hierarchy for territory forecast.Territory Model State:Three states – Planning, Active or Archive.Only one territory can be in Active state.Multiple territories can be in either Planning or Active state.User Access for Territory Records:Define Account access in Territory Settings when enabling the...