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.
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.