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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

Configuring Enterprise Territory Management


You can use Enterprise Territory Management to manage and maintain your sales territories in Salesforce. First, create territory types, build a model, and then finally add and test your account assignment rules. When you're done with your model, activate it, and then assign users and accounts.

Enabling Enterprise Territory Management

Following the  Winter '15 release, Enterprise Territory Management is ready to be enabled by Salesforce administrators in new organizations. Organizations that were created before the Winter '15 release need to call Salesforce support to enable the feature. It is not possible to enable Enterprise Territory Management in existing organizations that have customizable forecasting enabled.

Enterprise Territory Management is available in Salesforce Classic only. To enable Enterprise Territory Management, follow the steps given as follows:

  1. In the Salesforce Classic view, click on Setup  |  Administer  |  Manage Territories ...

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