Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Configuring Territory Management

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

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Creating Territory Models

    In this lesson we create the following Territory Models:

    This Year

    Next Year

  • 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

    You can assign accounts either manually or by running Territory Assignment Rules. In this lesson, we look at the implications of both.