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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Chapter 3. Territory Management

This chapter starts with a high-level overview of Territory Management. We will also discuss how to enable Enterprise Territory Management, and look at the key concepts related to it. Later, we will go through how to define a territory model and assign users to it. All these concepts are very important to consider as Territory Management is a one-time setup, and these concepts will dictate how your Salesforce organization will work in accordance with your organization's territory structure. The following topics will be covered in this chapter:

  • Introduction to Territory Management
  • Difference between role hierarchy and territory hierarchy
  • Difference between Territory Management and Enterprise Territory Management
  • Enterprise Territory Management key concepts
  • Configuration of Enterprise Territory Management
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