July 27, 2020
“Helps you organize groups of accounts and the sales reps who work with those accounts. You create territories based on territory types.” Source – Trailhead.
Six things to remember & configure territories
- Territory Type
- Territory Priority
- Territory Models
- Territory Hierarchy
- Territiry Model State
Steps to Create
- First step is to create “Territory Type” with associated “Territory Priority”
- Second Step is to create “Territory Model”
- Third step is to create Territory @ Model’s Hierarcy.
- Create and Run Rules
- Assign the Accounts Manually.
- Assign Users.
- On Accounts Page Layout add the below two related list
Source : https://trailhead.salesforce.com/content/learn/modules/territory-management-basics