Salesforce Territories Implementation Guide
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If you need more information about the implementation guide, you can read the Table of Contents below.
INTRODUCTION TO TERRITORY MANAGEMENT
Territory Management Concepts
Territory Fields
PREREQUISITES FOR ENABLING TERRITORY MANAGEMENT
ENABLING TERRITORY MANAGEMENT
Requesting Territory Management for Your Organization
Configure Territory Management Settings
Choosing an Enable Option
Create Custom Territory Fields
BUILDING A TERRITORY HIERARCHY
Building Your Territory Hierarchy
Create Territories
Manage Users in Territories
Add Forecast Managers to Territories
ASSIGNING ACCOUNTS TO TERRITORIES
Managing Account Assignment Rules
Assigning Opportunities to Territories
Create and Edit Account Assignment Rules
Preview Account Assignments
Assign Accounts to Territories Manually
TERRITORY MANAGEMENT FAQ
What kinds of records have territories
Are the territory hierarchy and the role hierarchy different
rules
When do account assignment rules evaluate accounts
How are opportunities assigned to territories
