Enterprise Territory Management in Salesforce
| What It’s Called | What It Does |
| Territory | Helps you organize groups of accounts an ... |
| Territory type | Helps you group territories according to ... |
| Territory type priority | Helps you choose the appropriate territo ... |
| Territory model | Represents a complete territory manageme ... |
What are territories 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. A territory can have both parent and child territories.
What is territory priority in Salesforce?
Territory Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types. Territory Type Priority Specifying and managing territory type priority information helps you choose the appropriate territory type for territories you create or edit.
What is the difference between territories and territory types?
You create territories based on territory types. 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.
How do I enable enterprise territory management in Salesforce?
Click Enable Enterprise Territory Management. Select the most restrictive access levels, and then click Save. Now the feature is on and the user access levels are set. Lance wants a territory type called Named Accounts to categorize and define individual territories. Maria follows these steps.
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 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 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.
How are territories assigned in Salesforce?
Accounts are assigned to territories according to your rules automatically on account creation or update only if your territory model is in Active state. Accounts that aren't assigned to territories by rules can be assigned manually to one or more territories, one territory at a time.
How do I set up a territory hierarchy in Salesforce?
Required Editions and User PermissionsOn the Territory Models page in Setup, click View Hierarchy next to the territory model where you want to create the territory.Select Tree View from the dropdown to show the model's territory hierarchy, including any existing territories.More items...
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.
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...
How do I assign a territory to opportunity in Salesforce?
Assign a Territory Manually to an OpportunityOpen an opportunity record or begin creating an opportunity.In the Territory field, select the territory you want to assign.Save your changes.
What is territory management?
Territory management is the process by which sellers prioritize and manage a group of customers and prospects, who are typically organized by segments (such as geography, industry and need).
What is a territory model?
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 territory 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 User territory in Salesforce?
Assign users to the territories they operate in to sell products and services. You can assign users to territories that belong to models in Active or Planning state, though assignments made within Planning state models are for planning purposes only. They don't affect user access to records.
What is Salesforce Maps Territory Planning?
With Salesforce Maps Territory Planning, New Balance was able to look at critical business drivers, such as growth projections, customer engagement, and market dynamics, to identify the optimal territory mapping plan and realign staffing and territory assignments. It aligned account attributes with business priorities to balance territories and improve equitability. It managed models, territories, and assignment rules for reps, all within its CRM. As a result, New Balance was able to quickly publish new territory models and keep valuable revenue and territory data in a centralized place accessible to its entire sales team.
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 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. Previously, sales leaders relied on spreadsheets, maps, and customer lists, but advances in intelligent sales territory mapping software allow you to weigh scores of variables and perform complex calculations to quickly create new territory structures and scenarios.
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 to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
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.
What are the key benefits of Salesforce Territory Management?
Salesforce Territory Management offers certain key benefits to the users. Here is a list of the Salesforce Territory Management key benefits:
How many active territory models can be created at a time?
One has only one active territory model at a time, however, it possible to create and maintain multiple models in planning or archived state which can be used for additional modeling or references.
What is Salesforce edition?
The Salesforce edition determines the total number of territory models one can create in production as well as a sandbox.
What is the importance of territory alignment?
With the right territory alignment, there are greater chances of seeing better results be it for career satisfaction, balanced workloads, and greater earning potential for the salespersons or even the organization.
How does a better sales territory affect customer satisfaction?
Undeniably, with a better sales territory, the business could cut substantially on the travel costs and time; this would let salesperson build better conversations and eventually better relationships with the customers.
Which model determines the forecasts hierarchy for territory forecasts?
It is the territory hierarchy in the active territory model which determines the forecasts hierarchy for territory forecasts as well.
Why is being territorial important?
Well, just the way being territorial can help you have a clear vision of the team’s work, it can also make your business processes more efficient.
What is a territory type?
Territory types help you organize your territories by key characteristics important to yourAvailable in: Developer andcompany. Every territory you create has a territory type. Territory types are used for organizingPerformance Editions andand creating territories only. They don’t appear on territory model hierarchies.in Enterprise and Unlimited
What is a territory model state?
Territory model state indicates whether a territory is in the planning stage, in active use, or archived. You can have only one activeterritory model at a time, but you can create and maintain multiple models in planning or archived state to use for extra modelingor reference. Some states reflect a territory model’s lifecycle and others indicate errors in processing when states are changed.
What is a rule in a territory?
A rule identifiesone or more characteristics you use to define that territory, and tells Enterprise Territory Managementto assign accounts with those characteristics to that territory automatically. Accounts are assignedto territories according to your rules automatically on account creation or update only if your territorymodel is in Active state.
How to track user functions within a territory?
Track user functions within territories by creating territory roles and assigning them to territoryusers as needed. For example, create roles such as Territory Owner, Sales Manager, Product Specialist,or Sales Representative. Users can even have different roles in different territories.
How to set up a filter based opportunity territory assignment?
To set up filter-based opportunity territory assignment, first familiarize yourself with how it works. Then enable the feature. Next,you’ll define the Apex class that supplies the filter logic—using either our code or your own. If you are using our code, you assignpriority values to territory types and run the job that executes the Apex class.
Can you delete a territory model?
Delete a territory model if your team no longer actively uses the model for territory managementor reference. You can’t delete an active territory. The model must be in Planning or Archived state.
Can you assign users to territories?
Assign users to the territories they operate in to sell products and services. You can assign users to territories that belong to modelsin Active or Planning state, though assignments made within Planning state models are for planning purposes only. They don’t affectuser access to records.
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.
Where is Territory2 stored?
Territory2 components have the suffix territory2 and are stored in the territories folder under the folder for the corresponding Territory2Model.
Do triggers fire during deployment?
Triggers defined on Territory2 do not fire during a deploy () operation.
