Setting up Enterprise Territory Management
Before setting up ETM you should be aware that the following is required:
- Customizable forecasting must be turned on
- Users need Manage Territories and View Setup and Configuration to view the active territory and the Accounts assigned to it
The main steps for setting up ETM are as follows:
- Enable Territory Management: First, ensure that Territory Management is enabled in your Salesforce setup. This can be done from the Setup menu.
- Define Default Access Levels: Select the Access Levels that Territory Users have to Accounts, Opportunities, and Cases.
- Define Territory Types: Establish different types of territories based on your business needs, such as geographical areas, customer size, or product lines.
- Create Territory Model (hierarchy): Build a hierarchical structure of territories. This involves setting up parent and child territories, reflecting how your organization’s sales territories are structured...
