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Tag: Territory Management in Salesforce
How are opportunities assigned to territories in Salesforce?
Opportunities are automatically assigned to territories based on the following actions: • Creating a new opportunity Opportunities that you create are automatically assigned a territory when you meet both of ....
Difference between Role Hierarchy and Territory Hierarchy in Salesforce?
Role Hierarchy Territory Hierarchy User is assigned to one role. User is assigned to multiple territories. An account is owned by single user. An account can belong to multiple territories. ....
Territory Management in Salesforce
Territory Management is an account sharing system that lets users access accounts based on the characteristics of the accounts, such as geography, product line, or business unit. A territory is ....