Territory Assignment Rules In Salesforce Training

Territory Management 2.0 lets you model your sales territories into a logical and flexible structure that connects sales reps to the accounts they sell to.

Available in: Enterprise, Performance, Unlimited, and Developer Editions

To enable Territory Management 2.0“Customize Application”
To implement Territory Management 2.0:

“Manage Territories”

Salesforce’s original territory management feature lets you grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field relevant to your business. Territory Management 2.0 builds upon the original feature by introducing territory types, territory models, and territory model states. These components let you create and preview multiple territory structures and strategies before you activate and implement the one that works best. Custom reports help you organize your territory model for optimum coverage, assess territory effectiveness, and modify your model if necessary.

Territory Management 2.0 builds on a successful pilot and “goes G.A.” with several important new features, which you’ll learn about here. Here’s how to get it.
  • Starting with Winter ’15, Territory Management 2.0 is ready to be enabled by administrators in new Salesforce organizations.
  • Organizations created before Winter ’15 need to call salesforce.com to enable the feature.
Territory Management 2.0 cannot be enabled in existing organizations that have Customizable Forecasting enabled.

For administrators and others who maintain territory models, we’ve provided complete, step-by-step setup information in the Salesforce Help and our PDF guide, Implementing Territory Management 2.0. We also invite you to join our active success community, Official: Territory Management, where you can interact with our development team and post questions and comments. Find us at https://success.salesforce.com/.

Но решил этого не делать.  - Позвони коммандеру. Он тебе все объяснит.  - Сердце его колотилось.

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