Summary

Salesforce Sales Cloud Territory Management is a powerful tool designed to optimize the allocation of Accounts to sales territories, ensuring efficient resource distribution and enhanced sales performance. By organizing sales efforts according to specific territories and assigning them to the appropriate teams or individuals, companies can improve their sales strategies and customer relationships. Territory Management provides the tools that simplify the maintenance of territories for organizations that have complex requirements.

In this chapter, we learned how to identify your organization’s territory requirements, the capability of Sales Cloud Enterprise Territory Management, and when to use it. We went on to look at how you can translate your organization’s requirements into a design and then stepped through how you can set up this functionality.

In the next chapter, we will explore how you can model processes other than the Sales and lead generation...