Up Next in Salesforce Certified Advanced Administrator

• 

  04:23

  Configuring Territory Management

  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

• 

  02:17

  Creating Territory Models

  Creating Territory Models

  In this lesson we create the following Territory Models:

  This Year

  Next Year

• 

  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.