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Configuring Territory Management

Salesforce Certified Advanced Administrator - Part 1 • 4m 23s

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

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Creating Territory Models
    02:17
    Creating Territory Models

    Creating Territory Models

    In this lesson we create the following Territory Models:

    This Year

    Next Year

  • Creating Territories
    01:55
    Creating Territories

    Creating Territories

    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.

  • Assigning Accounts to Territories
    06:19
    Assigning Accounts to Territories

    Assigning Accounts to Territories

    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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