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.. 20 Identify Users in Territories Assigned to Accounts.. 28 Identify Territory Users by Territory Role.. 28 Define a Picklist for Territory User Roles.. 29 Assign Territory Roles to Users.. 29 Collaborate on Territory Models.. 30 Run Assignment Rules for a Territory .
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
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