You need to sign in to do that
Don't have an account?
V.Jayarami Reddy
where can i enable territory dimensions in salesforce
Hi,
where can i enable territory dimensions in salesforce
where can i enable territory dimensions in salesforce
function readOnly(count){ }
You need to sign in to do that
Don't have an account?
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 .
Base your rule on object characteristics such as:
Industry
Annual revenue
Number of employees
Region
Hope it helps. If this is informative, please mark the answer as solved.
Regards
Roshni
All Answers
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
i want territory dimensions there are not in sfdc?
But i want territory dimensions in territory managment.
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 .
Base your rule on object characteristics such as:
Industry
Annual revenue
Number of employees
Region
Hope it helps. If this is informative, please mark the answer as solved.
Regards
Roshni
Regards
Roshni
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?