how do i enable enterprise territory management in salesforce

• Go to Setup.
• In the Quick Find box, enter territories then select Territory Settings.
• Click Enable Enterprise Territory Management.
• To start out, select the most restrictive access levels, then click Save.

Full Answer

What is enabling territory management in Salesforce?

Enabling Territory Management. Territory management:-Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories.

How do I Manage my company's sales territories?

Use Enterprise Territory Management to manage and maintain your company’s sales territories. Create territory types, build a model, and then add and test your account assignment rules. When you’re satisfied with your model, activate it, then assign users and accounts.

What are territories in Salesforce?

Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types. The territory record shows assigned users, manually assigned accounts, the forecast manager, and rules that assign accounts automatically. A territory can have both parent and child territories.

Do you know your enterprise territory management model?

If you manage, administer, or belong to a sales territory, explore your territory model to understand how sales efforts are organized. Review Enterprise Territory Management allocations. And find out how account assignment rules work.

How do I enable territory management in Salesforce?

How Do You Activate Territory Management in Salesforce?Go to Setup.In the Quick Find box, enter territories then select Territory Settings.Click Enable Enterprise Territory Management.To start out, select the most restrictive access levels, then click Save.

How do I enable territory model in Salesforce?

Activate a Territory ModelPreview account assignments before activating the model.Open the record for the territory model you want to activate and click View Hierarchy.Click Activate. The model state changes to Activating while Salesforce processes your request.

What is enterprise territory management in Salesforce?

Enterprise Territory Management in Salesforce Helps you organize groups of accounts and the sales reps who work with those accounts. You create territories based on territory types.

What is considered when enabling territory management?

There can be several things need to be consider when enabling Territory management: First thing is it cannot be disabled. It is mostly used where org wide access is set to private and we need to provide some access to specific group of accounts according to their territory.

Can't find territory settings Salesforce?

0:351:30How Do I Enable Enterprise Territory Management - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn quick find type territory click territory settings under territories if you're using classic goMoreIn quick find type territory click territory settings under territories if you're using classic go to setup. And type territories in the quick. Find click settings under manage territories.

How many territories can an instance of Salesforce have?

By default, each territory model can have up to 1,000 territories.

Why do we need territory management in Salesforce?

Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories.

How do I assign a user to a territory in Salesforce?

Here's what she does.In Setup, click Object Manager and then Account.Click Page Layouts and then Account Layout.In the upper pane, click Related Lists.Drag Users in Assigned Territories and then Assigned Territories to the lower pane.Click Save and then Yes. ... From the App Launcher, find and select Accounts.More items...

How do I find territories in Salesforce?

Required Editions and User PermissionsOn the Accounts or Opportunities tab, begin creating a list view.Give the view a name, and then specify My territories' or My territory team's in the filter criteria. ... Choose other fields you want to filter on, then select any other fields you want the list view to show.More items...

Why do you use territory management?

Territory management can help spread out the workload for your sales team, allowing them to complete tasks more efficiently, build better customer relationships and increase the good-quality leads that they get.

What is the process of setting up sales territories?

How to create a sales territory plan in 6 stepsDefine your larger sales goals. Before you have a plan, you need a goal (or goals). ... Define your market. ... Assess prospect and account quality. ... Start mapping out the strengths and weaknesses of your reps. ... Assign leads. ... Look for ways to improve your plan.

What is territory management in CRM?

Glossary. In most CRM systems, the term territory management designates a process of lead routing and account management based on a prospect or customer location.

What is territory model in Salesforce?

A territory model represents a complete territory management system for your company. Modeling lets you create and preview multiple territory structures and different account and user assignments before you activate the model that works best.

How do I find territories in Salesforce?

Required Editions and User PermissionsOn the Accounts or Opportunities tab, begin creating a list view.Give the view a name, and then specify My territories' or My territory team's in the filter criteria. ... Choose other fields you want to filter on, then select any other fields you want the list view to show.More items...

What is a territory type in Salesforce?

Territory types help you organize your territories by key characteristics important to your company. Every territory you create has a territory type. Territory types are used for organizing and creating territories only. They don't appear on territory model hierarchies.

What is the use of territory in Salesforce?

Territory management in Salesforce is an excellent tool for revenue generation. Salesforce Territory Management can be described as an account sharing system that provides access to accounts based on their characteristics.

How to track user functions within a territory?

Track user functions within territories by creating territory roles and assigning them to territoryusers as needed. For example, create roles such as Territory Owner, Sales Manager, Product Specialist,or Sales Representative. Users can even have different roles in different territories.

What is a territory model state?

Territory model state indicates whether a territory is in the planning stage, in active use, or archived. You can have only one activeterritory model at a time, but you can create and maintain multiple models in planning or archived state to use for extra modelingor reference. Some states reflect a territory model’s lifecycle and others indicate errors in processing when states are changed.

What is a rule in a territory?

A rule identifiesone or more characteristics you use to define that territory, and tells Enterprise Territory Managementto assign accounts with those characteristics to that territory automatically. Accounts are assignedto territories according to your rules automatically on account creation or update only if your territorymodel is in Active state.

How to set up a filter based opportunity territory assignment?

To set up filter-based opportunity territory assignment, first familiarize yourself with how it works. Then enable the feature. Next,you’ll define the Apex class that supplies the filter logic—using either our code or your own. If you are using our code, you assignpriority values to territory types and run the job that executes the Apex class.

What is a territory type?

Territory types help you organize your territories by key characteristics important to yourAvailable in: Developer andcompany. Every territory you create has a territory type. Territory types are used for organizingPerformance Editions andand creating territories only. They don’t appear on territory model hierarchies.in Enterprise and Unlimited

Can you delete a territory model?

Delete a territory model if your team no longer actively uses the model for territory managementor reference. You can’t delete an active territory. The model must be in Planning or Archived state.

Can you assign users to territories?

Assign users to the territories they operate in to sell products and services. You can assign users to territories that belong to modelsin Active or Planning state, though assignments made within Planning state models are for planning purposes only. They don’t affectuser access to records.

What is territory management in Salesforce?

Territory management:-Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. Particularly if your organization has a private sharing model, you may need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these diverse categories of accounts. Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases.

What does the enable territory management button do?

What the Enable Territory Management Button Does when you click this button, your organization’s current forecast hierarchy and forecast data are automatically copied to the territory hierarchy as follows:

Why do organizations need to use customizable forecasting?

Your organization must be using customizable forecasting in order to enable territory management. If you do not know whether you have customizable forecasting, see Do I Have Customizable Forecasting?

When to use the Forecast button in Salesforce?

Using this button is only recommended when you are setting up a brand new organization in Salesforce that does not have an existing forecast hierarchy.

Do forecasts work the same as before you enabled territory management?

Until you add or edit territories, your forecasts will work the same as they did before you enabled territory management.

Does Salesforce have territory management?

Territory management is not enabled by default in Salesforce. To request territory management for your organization, contact salesforce.com. You must meet the following prerequisites before enabling territory management: Your organization must be using customizable forecasting in order to enable territory management.

What is a territory model?

Territory model organizes the elements of the organization’s territory management in one place. It compromises of territory hierarchy, account assignment rules, user assignments, everything in one place.

What is Opportunity Territory assignment?

Feature of Opportunity Territory assignment is used for assigning opportunities to territories and for this apex class is used. For enabling this feature, we need to create the apex class with the logic and then assign that apex class and enable the feature.

What is a territory in a master detail relationship?

Territory is a group of accounts and users. So, the users in the territory will have at least read access to the accounts. Territories will also provide access to those standard objects that are related to accounts in a master detail relationship. So, that is the reason we have opportunity, but not leads in territory settings.

How many states are there in the territory model?

There are three states in our territory model:

Which US territories are sibling territories?

Under Western US Territory I have added child territories i.e. California and Seattle. California and Seattle are sibling territories as they are at same level.

Can we exclude a specific opportunity from filter-based territory assignment?

We can exclude a specific opportunity from filter-based territory assignment.

Does Salesforce have Apex?

Salesforce has given an example apex class to implement in their document. We can add the class