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V.Jayarami ReddyV.Jayarami Reddy 

where can i enable territory dimensions in salesforce

Hi,

where can i enable territory dimensions in salesforce
Best Answer chosen by V.Jayarami Reddy
Roshni RahulRoshni Rahul
Hi jayarami,

Yes. In territory management, to enable Set Up -> Manage Territories -> Settings

Click on the Enable enterprise Territory Management.

Then you can create the territory Types and Territory model.

The dimensions available to assign customers or partners to a territory are:
Geography
Account Type
The account type specifies if a customer is a named account or not.
Customer Size
Industry
Organization Type
Additional dimensions based on selected classification categories to match specific customer or partner information.

You can set territory dimension based on assignment rule .

User-added image
Base your rule on object characteristics such as:
Industry
Annual revenue
Number of employees
Region


User-added image

Hope it helps. If this is informative, please mark the answer as solved.

Regards
Roshni

All Answers

Roshni RahulRoshni Rahul
Hi jayarami,

1. From Setup, enter Territory in the Quick Find box, then select Territory Settings.
2. Choose default access levels for accounts, contacts (depending on your organization-wide default setting), opportunities, and cases. These are the access levels that will be selected by default when a new territory is created.
3. Optionally, check Forecast managers can manage territories. When this box is checked, forecast managers can administer subordinate territories: they can manage users, manually add accounts, and manage account assignment rules for territories that are below their immediate territory. Also, they can add child territories to both their immediate territory and lower territories. 

Check the link below.
https://developer.salesforce.com/forums/?id=906F00000008nw9IAA
https://help.salesforce.com/articleView?id=territories_enable.htm&language=en_US&type=0

If these informations are helpful, please mark the answer as solved.

Regards,
Roshni
Dutta SouravDutta Sourav
Set Up> Manage Territories> Settings
User-added image
V.Jayarami ReddyV.Jayarami Reddy
Thanks for rply,
i want territory dimensions there are not in sfdc?
Roshni RahulRoshni Rahul
I think there is nothing like territoy dimension in salesforce. Is it territory management that you mean?
 
V.Jayarami ReddyV.Jayarami Reddy
It is territory managment,
But i want territory dimensions in territory managment.
Roshni RahulRoshni Rahul
Hi jayarami,

Yes. In territory management, to enable Set Up -> Manage Territories -> Settings

Click on the Enable enterprise Territory Management.

Then you can create the territory Types and Territory model.

The dimensions available to assign customers or partners to a territory are:
Geography
Account Type
The account type specifies if a customer is a named account or not.
Customer Size
Industry
Organization Type
Additional dimensions based on selected classification categories to match specific customer or partner information.

You can set territory dimension based on assignment rule .

User-added image
Base your rule on object characteristics such as:
Industry
Annual revenue
Number of employees
Region


User-added image

Hope it helps. If this is informative, please mark the answer as solved.

Regards
Roshni
This was selected as the best answer
V.Jayarami ReddyV.Jayarami Reddy
Thank you very much  Roshni Rahul
Roshni RahulRoshni Rahul
:). If its helpful, please amrk the answer as best answer .

Regards
Roshni
bhargava reddy 8bhargava reddy 8
hi roshni how to identify dimensions in terrtory..? i am confusion ..? u told above...The dimensions available to assign customers or partners to a territory are:
Geography
Account Type
The account type specifies if a customer is a named account or not.
Customer Size
Industry
Organization Type..

i am thinking assignment rules..is it currect? r create new view selct all users in bellow...is it correct?