how to assign a territory to a rep in salesforce

Assign an Account to a Territory Manually.

• Open the Northern California territory.
• In the Manually Assigned Accounts related list, click Add Accounts.
• In the Available related list, select Express Logistics and Transport.
• Click Assign.
• On the Northern California page, click View Accounts to verify that the account was assigned. Next Maria applies an assignment rule to a territory.

Full Answer

How do I assign named accounts in Salesforce territory management?

These “named accounts” should follow a clear assignment process put in place by you and your company. Salesforce Territory Management can streamline this process in two ways: rule criteria and customization. Rule criteria is a feature that allows users to assign accounts based on field information, such as account name or number.

How do I enable territory management in Salesforce?

Territory Management is not activated by default in Salesforce. To enable the Territory Management feature, follow these steps: Go to Setup. In the Quick Find box, enter territories then select Territory Settings. Click Enable Enterprise Territory Management. To start out, select the most restrictive access levels, then click Save.

How do I assign a new territory to a user?

In Setup, click Object Manager and then Account. Click Page Layouts and then Account Layout. In the upper pane, click Related Lists. Drag Users in Assigned Territories and then Assigned Territories to the lower pane. Click Save and then Yes.

How do I apply an assignment rule to a territory?

Next Maria applies an assignment rule to a territory. You can apply assignment rules to a territory directly from the territory record. Maria has spent some time setting up several more assignment rules, and she wants to add the Company Size rule to the Northern California territory.

How do you assign a role to a territory?

Open the record of the territory where you want to assign territory roles. In the Assigned Users list, click Edit next to the name of a user to whom you're assigning a territory role. From the Role in Territory picklist, select the user's territory role. Click Save.

How do territories work in Salesforce?

Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types. The territory record shows assigned users, manually assigned accounts, the forecast manager, and rules that assign accounts automatically.

What is territory assignment?

You assign accounts to territories by creating rules that assign them automatically or adding them manually. You can configure rules to apply to both parent territories and their child territories. Manual assignments apply only to the territory where they're made.

How do I add an account to my territory?

Assign Accounts to a Territory ManuallyFrom the territory model hierarchy, open the territory where you want to assign one or more accounts.On the territory's detail page, in the Manually Assigned Accounts related list, click Add Accounts to see a list of your organization's accounts.More items...

How do I setup a territory in Salesforce?

To create a top-level territory, hover over the territory model name and click Create Territory. To create a child territory from an existing territory, hover over the territory name and click Create Territory. On the New Territory page, define the territory: give it a meaningful label, choose its territory type.

How do you manage a sales territory?

8 Steps to Create a Winning Sales Territory PlanAnalyze Your Customers. ... Analyze and Develop Your Team and Resources. ... Set Measurable Goals. ... Define Sales Territories. ... Create A Territory Routing Plan. ... Assign Reps to New Sales Territories. ... Monitor Rep and Territory Performance. ... Field Data Entry – “Notes as you go”

How should a sales manager assign salespeople to territories?

The salespersons are assigned territories by the sales manager depending on the basis of sales. The geographical areas with high sales are assigned to the salesperson with experience, who can handle the workload. The new or less effective sales people are assigned the areas with less sales potential.

What is territory model in Salesforce?

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

What is Salesforce 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.

How do I enable territory management in Salesforce?

How Do You Activate Territory Management in Salesforce?Go to Setup.In the Quick Find box, enter territories then select Territory Settings.Click Enable Enterprise Territory Management.To start out, select the most restrictive access levels, then click Save.

How do I assign a territory in Zoho?

Initially, when you go to Setup > Users and Control > TerritoryManagement > Assign Territories in your Zoho CRM account, you need to run the rules for the existing accounts. Based on the account's territories, the associated contacts and deals will also be assigned to territories.

What is an inherited account assignment rule?

Inherited account assignment rules are created at all hierarchy levels that have an account underneath them and will impact the territories underneath them. For example, a hierarchy level for the state of Tennessee may have several “child” territories underneath it.

Do salespeople need access to accounts?

Individual salespeople, for instance, probably only need access to accounts within their territories. Managers and directors will need access to account information for all the salespeople they oversee. Access given through Salesforce Territory Management is already rolled into your role hierarchy.

Does Salesforce have a sandbox?

Salesforce offers different types of sandboxes to its customers, from basic developer sandboxes to full sandboxes that replicate your entire live system, each with varying levels of testing capabilities. Beware of the details in data and permissions management.

What is a rule in a territory?

A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory. If your territory model is in Planning state, running rules lets you preview account assignments. If your territory model is in Active state when you run rules, ...

What happens when you run rules in a territory model?

If your territory model is in Active state when you run rules, accounts are assigned to territories according to your rules. Rules can work together within territories and child territories. For example, you create a territory called Western US States, with child territories Washington, Oregon, and California.

What does Maria see when she runs a rule?

Maria sees a message stating that the rule is running. She gets an email when the process is complete. For now, the territory model isn’t activated, so running rules is just a test. That gives Maria a chance to make changes, if needed, before activating the model.

Can you apply a rule to a child territory?

For any child territories for the California territory, you don’t need to specify the state in the criteria if you mark the California territory rule as inheritable ...

Can you activate a model in Planning?

You can also maintain models in Planning and Archived states for further modeling and reference. Only one model can be in the Active state at one time, and you can activate a model only if it’s in the Planning state. After activating a model, you can’t reset it to Planning state. You can set it only to Archived.

Why Do You Need Territory Management?

Gartner defines territory management as the process that selling organizations use to prioritize and manage groups of current and prospective customers. These customers are typically organized by segment, such as geographic location, industry, type of product, and the like. The segments are commonly called “territories.”

What is Salesforce Territory Management?

Salesforce Territory Management is a tool that helps organizations like yours manage accounts and opportunities by territory. It lets you organize your accounts by any field and create hierarchies of accounts. For example, you can create a hierarchy with c-suite VPs at the top, regional managers in the middle, and sales reps on the bottom.

How Do You Activate Territory Management in Salesforce?

Territory Management is not activated by default in Salesforce. To enable the Territory Management feature, follow these steps:

How Do You Use Salesforce Territory Management?

Salesforce Territory Management is a powerful solution for managing sales reps, accounts, and territories. Sales managers and territory managers can use Territory Management to more closely track the performance of individual reps and territories, as well as maximize new sales opportunities.

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Manage Sales Territories Easily with Salesforce Territory Management

Haidong Song may seem like a mild-mannered Director of Product Management, but he’s a superhero. At least to Charlie Sides and the thousands of other Salesforce users who can now incorporate Territory Management into their CRM.

Why Territory Management?

Companies use territory management to operate their business more efficiently by dividing accounts; usually territories are defined by geography. Territories are often covered by teams and many companies find a greater sense of team cohesion, morale, and increased sales when sales organisations are divided by territory.

Define, Review, Deploy, and Realign

Territory management is the process of allocating sales responsibilities across an organisation. The territory management lifecycle defines the process of managing territories into 4 stages: define, review, deploy, and realign. Defining territories is the first of the territory management lifecycle.

Why is Sales Territory Optimisation Important?

Companies see many advantages when dividing their sales into territories. First, territory management helps better cover the organisation's sales. Assigning specific reps to specific territories make sure of coverage throughout an area and allows the business to dIvide up the responsibility throughout the sales team.

Setting Up Territories in Salesforce Territory Management

Salesforce Territory Management allows territories to be defined through a set of rules. Classifying sales reps, sales managers, opportunities, and customers by territory, give another way to sort CRM data and gives executives a better picture of the business by area.

Sales Territory Plan

Being able to sort data by territory is an important feature of Salesforce sales territory mapping software. Instead of just having individual rep performance, or overall department performance, the data can be mapped out by territory.