how to use territory in salesforce

• 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.

What is territory used for in Salesforce?

• Enterprise Territory Management is version 2.0 of territory management. ...
• In territory management, if both account and the opportunity owner is assigned to a territory, then automatically the opportunity also gets assigned to the territory. ...
• Territory management integrates with customizable forecasting. ...

How do you enable territories in Salesforce?

Let’s Turn It On

• From Setup, enter Territory in the Quick Find box, and then select Territory Settings.
• Click Enable Enterprise Territory Management.
• Select the most restrictive access levels, and then click Save.

What is Salesforce, what does Salesforce do?

Salesforce is a company based out of San Francisco, California. They are the leaders in cloud technology and CRM services. In addition, they offer a suite of products for customer relationship management, enterprise resource planning, social media marketing, eCommerce platforms, and more.

Is Salesforce being sold?

Salesforce, the CRM powerhouse that recently surpassed $20 billion in annual revenue, announced today it is wading deeper into enterprise social by acquiring Slack in a $27.7 billion megadeal.

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.

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 I enable territories in Salesforce?

Enable Enterprise Territory ManagementFrom Setup, enter Territories in the Quick Find box, and then select the territory settings.Click Enable Enterprise Territory Management.

What is a territory type in Salesforce?

Territory types help you organize your territories by key characteristics important to your company. Every territory you create has a territory type. Territory types are used for organizing and creating territories only. They don't appear on territory model hierarchies.

What are territory types?

TypesCapital territory.Dependent territory.Disputed territory, a geographic area claimed by two or more rival governments. ... Federal territory.Maritime territory.Occupied territory, a region that is under the military control of an outside power that has not gained universal recognition from the international community.More items...

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 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 many territories can an instance of Salesforce have?

1,000 territoriesBy default, each territory model can have up to 1,000 territories.

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.

What are the benefits of territory management?

Key benefits of territory management include:The ability to use account criteria to expand a private sharing model.Support for complex and frequently changed sales organization structures.Support for transferring users between territories, with the option to retain opportunities.More items...•

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.

What is territory type priority?

Specifying and managing territory type priority information 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.

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.

Why is Salesforce Territory Management important?

Salesforce Territory Management is critical to the success of a business and its benefits are countless, including but not limited to increased responsiveness to emerging trends, efficient coverage of territories, and empowering your sales team . Territory Management is important to achieve targets, especially when sales managers have little ...

What is a territory in sales?

Usually, territories are defined based on the sales potential, its history, geography, sales potential, customer names, competitive activities, or a combination of these factors. Sales Managers can maximize productivity ...

Why is mapping of territories important?

The primary task before any sales organization is to enhance the amount of time available with salespeople for selling products and services while ensuring the right product is sold to the right customer at the right place and price. Proper alignment of territories will result in improved career satisfaction, balanced workloads, and greater earning potential for salespeople. This, in turn, results in lower staff turnover, higher motivation, and more sales. Mapping of territories also offers route optimization capabilities that can enhance fuel efficiency, minimize travel costs, and increase the number of customers that are served by the field sales teams within their respective territories.

What are the problems with Territory imbalance?

Some of these include distorted compensation among representatives of your sales team, unfair distribution of sales potential among the sales team members, and reps quitting the work to find out reasonable and better compensation and work balance elsewhere.

What happens when a sales territory gets out of balance?

In the case of under-serviced territories, the salesperson or the sales team is spread thinly and this results in sub-optimal activity levels . Furthermore, those responsible for the territories would be overworked and will thus get less time with customers and therefore will seek out too few leads . In other words, the customers will leave the business and head to the competitors and this obviously means loss of sales opportunities.

What to do once you have gained a clear and complete understanding of the goals and customer segments?

Once you have gained a clear and complete understanding of the goals and customer segments, it would now be time to start creating a plan with the representatives for smartly targeting the most lucrative avenues and derive the maximum possible coverage.

What can be overlaid for identifying market insights?

For better results, geographic and demographic data can be overlaid for identifying market insights and sales team members can individually create reports, analyze their specific territories, and measure their current performance against targets and quotas.

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.

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.

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.

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 Management 2.0?

Represents the metadata associated with a sales territory in Territory Management 2.0. This type extends the Metadata metadata type and inherits its fullName field.Available only if Territory Management 2.0 has been enabled for your organization.

What is a Territory2Model?

The Territory2Model object has a State field in the SOAP API. States include Planning, Active, Archived, and several other states, such as Cloning, that indicate that a process is underway. Users who do not have the Manage Territories permission can access only territories that belong to the model in Active state. The Manage Territories permission is required for deploy () calls for all territory management entities. Using retrieve () without the Manage Territories permission returns only entities that belong to a Territory2Model in Active state. We recommend against retrieving without the Manage Territories permission because the call retrieves only partial data.

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.

Let Rainmaker Help You with Salesforce Territory Management

The certified Salesforce experts at Rainmaker can help you deploy Salesforce Territory Management in your business. We can provide all manner of Salesforce Managed Services, from initial implementation to administration. Find out how you can improve your company’s territory management with Salesforce Territory Management – and Rainmaker.