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Salesforce Implementing Territory Mgmt2 Guide

Salesforce Implementing Territory Mgmt2 Guide


First things first !
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If you need more information about the implementation guide, you can read the Table of Contents below.


Learn About Enterprise Territory Management
Enable Features for Enterprise Territory Management
Enable FilterBased Opportunity Territory Assignment
Assign a Territory Manually to an Opportunity
Set Up and Deploy FilterBased Opportunity Territory Assignment
Identify Users in Territories Assigned to an Account
Identify Territory Users by Territory Role
Define a Picklist for Territory User Roles
Assign Territory Roles to Users
Use Chatter to Collaborate on Territory Models
Run Assignment Rules for a Territory
Find Out Which Territories an Assignment Rule Applies To
Create Custom Report Types for Enterprise Territory Management Reports