In this lesson, we look at the various security settings available under Territory Settings:
Account Access
Opportunity Access
Case Access
Resource:
Create Territory Types. - https://help.salesforce.com/articleView?err=1&id=tm2_create_territory_type.htm&type=5
In this lesson we create the following Territory Models:
This Year
Next Year
Now that we have created Territory Models, it’s time to create Territories for them. In this lesson, we create four Territories for the This Year Territory Model:
Western
Eastern
Northern
Southern
We assign each of these Territories the Type of Geographic.
You can assign accounts either manually or by running Territory Assignment Rules. In this lesson, we look at the implications of both.
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