Enterprise Territory Management Implementation Guide

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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.

Mar 10, 2022 · Guide Salesforce, Spring ’22 @salesforcedocs ... Learn About Enterprise Territory Management Territory Model State. Lifecycle State Definition you archive a territory model, consider running the opportunity territory assignment filter and then taking screenshots of the forecasts page. You can also create a snapshot.

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