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Salesforce Territories Implementation Guide

Salesforce Territories Implementation Guide

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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

Must I be assigned to the same territories as the opportunities I own

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