To manually assign a territory for an opportunity On the opportunity detail page click Change next to the Territory field Choose a territory from the Opportunity Territory dropdown list
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 to enable territory management in Salesforce?
Steps to Enable Territory Management in Salesforce 1 Create your territory hierarchy. 2 Assign users to territories and create rules for account assignment. 3 Preview your account assignments. 4 Activate your territory model. More ...
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 you use territory and role hierarchies to improve sales performance?
Use territory and role hierarchies to complement, not duplicate, each other. Each sales role has its own responsibilities and, therefore, should have access to data that helps them fulfill them.
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 I manually assign a user to a territory in Salesforce?
Assign One or More Territories Manually to an AccountOpen the account you want to assign territories to.On the account's Assigned Territories related list, click Assign Territories.Select the territory model that contains the territories you want to associate. ... Select each territory you want to assign.More items...
Does a territory hierarchy replace role hierarchy?
Should she base it on the user role hierarchy? No. The access level to accounts, opportunities, contacts, and cases that Enterprise Territory Management provides rolls up to the role hierarchy. Duplicating the territory structure in the sales branch of the role hierarchy is unnecessary and redundant.
How is territory management set up?
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 Salesforce?
Assign Users to TerritoriesFrom the territory model hierarchy, open the territory where you want to assign users.On the territory's detail page, in the Assigned Users related list, click Manage Users.On the Assign Users page, select or search for the user you want to add.Click Save.
What are territory assignment rules in Salesforce?
A territory can have inherited account assignment rules, meaning that the rules were created somewhere higher in the territory hierarchy and also impact the given territory. A territory can have locally defined account assignment rules, meaning that the rule was associated at the given territory.
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.
Can an account be in two territories Salesforce?
Accounts & Users can be associated with multiple territories. An Opportunity can be associated with only one Territory. When you edit groups, roles, and territories, sharing rules are automatically recalculated to add or remove access as needed.
How many territories can an instance of Salesforce have?
1,000 territoriesBy default, each territory model can have up to 1,000 territories.
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 assign accounts in Salesforce?
Here's what she does.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. ... From the App Launcher, find and select Accounts.More items...
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 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, ...
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.
What is Salesforce Territory Management?
Salesforce Territory Management allows Sales reps to create well-balanced and effective sales territories based on certain criteria. It provides the ability to create reports that can track the effectiveness of territories. Accounts can be assigned to territories, either manually or by setting the assignment rules.
How to manage territory?
How can Territory Management Increase Your Sales? 1 Save money and increase sales by optimizing resources – With sales territories, you can make sure you’re allocating your resources effectively. 2 Increase customer satisfaction with effective customer service – Service territory management ensures that you have adequate resources to cover the number of customers in each region. 3 Faster onboarding – With well-organized territories, it’s faster and easier to onboard new employees like sales reps. They can easily see who their clients and leads are and where they’re located.
How can accounts be assigned to territories?
Accounts can be assigned to territories, either manually or by setting the assignment rules. The key benefits of Territory Management are increased sales with complex structure, generate category wise sales reports, transfer sales reps between territories, and evaluate sales performance with greater accuracy. Author: AJ.
What is a territory model state?
Territory Model State. The territory model state represents whether a territory is in the planning stage, active use, or archived. You 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.
What is the territory hierarchy?
Territory Hierarchy. The territory hierarchy defines a model’s territory structure and serves as its main point of interaction. You can start from the hierarchy to create, edit, and delete territories; run assignment rules for territories, and navigate to territory detail pages for more information.
What is a territory type?
Every territory you create should have a territory type. Territory types are basically used for organizing and creating 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.
