In this lesson, we explore the territory hierarchy and its single dimensional, additional hierarchy. Which can be structured by business units or any kind of segmentation in a hierarchical structure.
In this lesson, we go over how to enable 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
In this lesson we create the following Territory Models:
This Year
Next Year
