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Enabling Territory Management

Salesforce Certified Advanced Administrator • 3m 33s

Up Next in Salesforce Certified Advanced Administrator

  • Configuring Territory Management

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

    Account Access

    Opportunity Access

    Case Access

    Create Territory Types. -

  • 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:





    We assign each of these Territories the Type of Geographic.