Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Creating Territory Models

Salesforce Certified Advanced Administrator - Part 1 • 2m 17s

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • 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.

  • 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.