Up Next in Salesforce Certified Advanced Administrator

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  02:17

  Creating Territory Models

  Creating Territory Models

  In this lesson we create the following Territory Models:

  This Year

  Next Year

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  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.

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  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.