Transcription of Enterprise Territory Management Implementation Guide
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Enterprise Territory Management Implementation Guide
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.. 1 Enable Features for Enterprise Territory Management .. 8 Enable Filter-Based Opportunity Territory Assignment.. 10 Assign Opportunities to Territories Manually.. 19 Set Up and Deploy Filter-Based Opportunity Territory Assignment.
territory type for territories you create or edit. You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest. Make sure that your scheme can scale as you add more territory types.
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