- From Setup, enter Hierarchy in the Quick Find box, then select Territory Hierarchy.
- Click Add Territory.
- Define the new territory by entering or changing fields.
- Click Save to finish or Save & New to create more territories.
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 import a Salesforce territory model into cloud kicks?
Since Cloud Kicks already uses Enterprise Territory Management, Linda selects the Import Salesforce Territory Model button. Next, she selects the Southeast branch and identifies Account Executive as the territory owner role. Then, she defines the owner name and the unit assignment value.
How do you map your sales territories?
Traditionally, sales territory mapping is based on a single, simple factor: geography. Businesses might allocate territories based on zip codes or drive time from a rep’s home base and manually document the plan by color coding or placing pins on a map.
How do I create a new territory type?
From Setup, enter Territory in the Quick Find box, then select Territory Types. Click New Territory Type. For the label, enter Named Accounts. For the description, enter Accounts named for businesses or people. Specify a priority of 100 so there’s room to add priorities above and below this one. Click Save.
How do I enable territories 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.
What is a territory in Salesforce?
Territory management in Salesforce is an excellent tool for revenue generation. Salesforce Territory Management can be described as an account sharing system that provides access to accounts based on their characteristics.
How do you activate a territory model?
Activate a Territory ModelPreview account assignments before activating the model.Open the record for the territory model you want to activate and click View Hierarchy.Click Activate. The model state changes to Activating while Salesforce processes your request.
How do I find territories in Salesforce?
On the Accounts or Opportunities tab, begin creating a list view. Give the view a name, and then specify My territories' or My territory team's in the filter criteria. Add other filters if you need them. Choose other fields you want to filter on, then select any other fields you want the list view to show.
How do I use territories in Salesforce?
When you create a territory model record, Salesforce creates a territory hierarchy for it. Create territories as you build your company's territory model. When you create a territory, it appears on the model's territory hierarchy. To show rolled-up forecasts for a territory, assign a forecast manager to the territory.
What is Salesforce territory planning?
Territory Planning helps sales and service operations manage and rebalance territories. Specifically, it helps teams: Align territories with account, user, and critical business data. Distribute sales opportunities and service requests in an equitable way.
How many territory models are there in Salesforce?
one active territory modelYou 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 extra modeling or reference. Some states reflect a territory model's lifecycle and others indicate errors in processing when states are changed.
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 delete a territory model in Salesforce?
From Setup, enter Territory Models in the Quick Find box, then select Territory Models. Find the model in the list. Check the value in the State column to make sure that the model is in the Planning or Archived state. Click Del.
How do you assign a territory?
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.
Can an account be in two territories Salesforce?
Enable, implement, and test Territory Management in a sandbox environment before enabling it in production. There are two different options for enabling territory management. Accounts & Users can be associated with multiple territories. An Opportunity can be associated with only one Territory.
Why is territory management important?
Territory management can help spread out the workload for your sales team, allowing them to complete tasks more efficiently, build better customer relationships and increase the good-quality leads that they get.
Get the key to smarter sales territory mapping to drive revenue and customer satisfaction
If sales reps are your army, then the sales territory map is your battle plan. This map impacts both rep performance and revenue growth. But drawing this map is often a manual and time-consuming process, making it difficult to keep up with changing economic circumstances.
What is sales territory mapping?
Sales territory mapping is the process of defining the area, sales, and revenue that your reps are responsible for targeting. If done properly, it can help you reach the right customers, hit revenue goals, and promote growth.
How do you design a sales territory to support business priorities?
The task of divvying up your sales territories can be daunting. How can you be sure you're using the right methods? What criteria do you need to ensure success? These answers will be different for every business, but the following are a few tips to help you get started.
How do I create a sales territory map?
Your plan should start with your larger business goals in mind. As with any strategic endeavor, evaluate your progress and make adjustments over time.
How do I optimize my sales territories?
The key to optimizing your sales territories is having the right tools and technology.
What is a territory model in Salesforce?
Your territory model record connects your territories, user assignments, and account assignments. After you create the record, Salesforce creates a territory hierarchy based on it. Then you access the territory hierarchy to complete most of your territory management tasks.
What is a territory type?
Territory type. Helps you group territories according to a common denominator such as core reps versus overlay, or named accounts versus geographic territories. Every territory you create has a territory type. You use territory types only to organize and create territories.
What is a territory type priority?
Territory type priority. Helps you choose the appropriate territory type for territories you create or edit. You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest. Make sure that your scheme can scale as you add more territory types.
Why is territory management important?
And territory management keeps things fun, because it encourages healthy competition within your team.
How many active territories can you have at a time?
Indicates whether a territory is in the planning stage, in 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 or reference.
Does Ursa Major Solar have a territory management system?
Without a territory-management system in place at Ursa Major Solar, Lance Park has been keeping track of his sales territories via his own maps and spreadsheets. It’s not very efficient. Lucky for Ursa Major, Lance recently heard about the Enterprise Territory Management feature in Sales Cloud.
Is being territorial a good thing?
Sometimes being territorial is a good thing. For example, a sales team needs to keep track of who’s assigned to work which accounts, right? What better way to do that than to set up sales territories for the team?
How does territory planning affect sales?
Effective territory planning can result in an increase of sales , a decrease in cost, and an overall improvement in customer coverage. Consider the following questions when thinking about territory planning at your company.
What is Territory Planning?
Territory Planning is an add-on product to Salesforce Maps. To utilize Territory Planning, the Salesforce Maps Managed Package must be installed and permissions to configure and use Territory Planning must be assigned.
What fields are used to assign territories?
Fields used to assign territories, like User Name, User ID, Territory Name, or Territory ID. Latitude field. Longitude field. Geocoded records are required. If records are not geocoded with latitude and longitude coordinates in your environment, use the core Salesforce Maps application to geocode records.
Does Trailhead Simulator store progress?
The simulator doesn’t store your progress. If you close your browser, the simulation starts from the beginning each time you launch it. Use the navigation controls at the bottom of the simulator to get back to where you left off. For the best experience, view the Trailhead Simulator on a laptop or desktop computer.
Can Territory Planning be integrated with Salesforce?
Territory Planning can be directly integrated with Salesforce reports. These reports can be created for any mappable object and display any field on that object. When creating a report, there are some required fields.
1. Drive focus with segmentation
It all starts with the right market definition or segmentation. Why is that important? Effective segmentation addresses the entire market, not just the top opportunity or big deal that teams naturally gravitate toward.
2. Create your winning team
The best sales reps I work with are good quarterbacks — they know what each team member brings to the playing field. They treat people with respect, create win-win peer relationships, help others grow, and learn in return. It takes a large team to execute big deals.
3. Find balance
Once the segmentation strategy is finished, it’s time to start thinking about territories. Here, it is all about balance, and one size does not fit all.
4. Execute the vision
Our territory planning follows a top-down approach to incorporate sales leadership feedback.
