Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Enabling Territory Management

Salesforce Certified Advanced Administrator - Part 1 • 3m 33s

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Configuring Territory Management

    In this lesson, we look at the various security settings available under Territory Settings:

    Account Access

    Opportunity Access

    Case Access

    Resource:
    Create Territory Types. - https://help.salesforce.com/articleView?err=1&id=tm2_create_territory_type.htm&type=5

  • 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.