Up Next in Salesforce Certified Advanced Administrator

• 

  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.

• 

  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.

• 

  02:25

  Assigning Users to Terriotories

  Assigning Users to Terriotories

  In addition to accounts, users can also be assigned to multiple territories. In this lesson, we assign users to the Western and Eastern Territories in our org.