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Territory Hierarchy Access Introduction

Salesforce Certified Advanced Administrator - Part 1 • 2m 13s

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.

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Enabling Territory Management
    03:33
    Enabling Territory Management

    Enabling Territory Management

    In this lesson, we go over how to enable territory management.

  • Configuring Territory Management
    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

  • Creating Territory Models
    02:17
    Creating Territory Models

    Creating Territory Models

    In this lesson we create the following Territory Models:

    This Year

    Next Year

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