Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Territory Hierarchy Access Introduction

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

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Enabling Territory Management

    In this lesson, we go over how to enable 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

    In this lesson we create the following Territory Models:

    This Year

    Next Year