Enterprise Territory Management Implementation Guide

← Back to document page

Enterprise TerritoryManagement ImplementationGuideSalesforce, Summer 23 @salesforcedocsLast updated: July 13, 2023 Copyright 2000 2023 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., as are othernames and marks. Other marks appearing herein may be trademarks of their respective Territory Management Concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Enable Features for Enterprise Territory Management . . . . . . . . . . . . . . . . . . . . . . . . . 8Enable Filter-Based Opportunity Territory Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Assign Opportunities to Territories Manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Set Up and Deploy Filter-Based Opportunity Territory Assignment. . . . . . . . . . . . . . . . . . . . 20Identify Users in Territories Assigned to Accounts.

Nov 23, 2021 · Editions with the Sales Cloud Territory model state indicates whether a territory is in the planning stage, in active use, or archived. You can have only one active territory model at a time, but you can create and maintain multiple models in planning or archived state to use for extra modeling or reference. Some states reflect a

  Management, Seal, Planning, Territory, Territory management