ENTERPRISE TERRITORY MANAGEMENT in Salesforce

Enterprise Territory Management allows you to organize your sales structure into separate territories, based on geographic attributes, named accounts, industry/verticals, or any other criteria that suits your organization. You can experiment with different territory models and activate the one that works best for your sales teams.

Deploying Territory Management includes these steps:

Build your territory hierarchy.
Assign users to territories and create rules for account assignment.
Preview your account assignments.
Activate your territory model.

Territory Type
Territory types help you organize your territories by key characteristics important to your company. Every territory you create must have a territory type. Territory types are used for organizing and creating territories only: they do not appear on territory model hierarchies.

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. There are no predefined priority options, so your organization should create its own priority scheme. For example, 001 may indicate that a territory type is the highest priority or the lowest. Make sure your scheme can scale as you add more territory types.

Territory Model
A territory model represents a complete territory management system for your organization. Modeling lets you create and preview multiple territory structures and different account and user assignments before you activate the model that works best.

Territory Hierarchy
The territory hierarchy shows a model’s territory structure and serves as its main interaction point. Start from the hierarchy to create, edit, and delete territories; run assignment rules for territories, and navigate to territory detail pages for more information. From the hierarchy, you can also assign territories to opportunities, run assignment rules at the model level, and activate or archive the model.

Territory Model State
Territory model state indicates whether a territory is in the planning stage, in active use, or archived. Your organization 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

Cheers!!!

No comments:

Post a Comment