How to setup Enterprise Territory Management in Salesforce?

How to setup Enterprise Territory Management in Salesforce?

1. Go to Enterprise Territory Management Settings.

2. Click “Enable Enterprise Territory Management”.

3. Select the related records access and click Save.

4. Click “New Territory Type”.

5. Save Territory Type.

6. Click “New Territory Model”.

7. Save the Territory Model.

8. Click Veiw Hierarchy to create Territory.

9. Click “Create Territory”.

10. Set the other stuffs.

Leave a Reply