Difference between Territory Management and Enterprise Territory Management
The following is a list of a few key differences between Territory Management and Enterprise Territory Management:
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Territory Management |
Enterprise Territory Management |
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Available in organizations that were created prior to Winter'15. |
Available by default in organizations that were created in Winter'15 or after. |
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An administrator can set up the territory access for accounts, contacts, cases, and opportunities. |
An administrator can set up the territory access level for accounts. Users are automatically granted access to associated contacts, cases, and opportunities. |
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If only one territory is common to both the account and opportunity owner, Salesforce automatically assigns the opportunity to the territory in common. |
Uses the filter-based Opportunity Territory Assignment rule to assign opportunities to a territory. |
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Customizable forecasting must be enabled. Forecasts are derived from territory hierarchy, not... |
