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bhargava reddy 8bhargava reddy 8 

what are the sfdc territory dimensions..how to identify dimensions..? & where can i enable dimensions..like(geography,Account Type The account type specifies if a customer is a named account or not. Customer Size Industry Organization Type)

Best Answer chosen by bhargava reddy 8
Roshni RahulRoshni Rahul
Yes.. For setting dimensions, assignment rule is used.

Regards,
Roshni

 

All Answers

Roshni RahulRoshni Rahul
Hi Bhargava.

Follow the steps below,
1. In territory management, to enable Set Up -> Manage Territories -> Settings

2. Click on the Enable enterprise Territory Management.

3. 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

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Hope it helps. If this is informative, please mark my  answer as best answer.

Regards
Roshni
Roshni RahulRoshni Rahul
Hi Bhargava,

In the assignment rule,
if you check the fields, you could see based on which dimension you can set condition based on your requirement.
For eg: in assignment rule, annual revenue greater than a particular value can be set as rule.Based on which territory object will be created.

Regards,
Roshni
bhargava reddy 8bhargava reddy 8
hi roshini,

my question is  :  u told above....i am confusion..because...i have created territory..and i know...but ..my confusion is bellow part..how to set territory dimensions in territory model...were to enable...??

and another one once open assignment rules...in above create view in this place i am select bellow all users(customers and users)..is this correct...please clarifie my doubt...

User-added image

User-added image
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.

 
bhargava reddy 8bhargava reddy 8
hi Roshini,

Than"Q" for u  r reply....

finally my question  is based on assignment ruls....it works dimenssions in sfdc right?????
 
Roshni RahulRoshni Rahul
Yes.. For setting dimensions, assignment rule is used.

Regards,
Roshni

 
This was selected as the best answer
Roshni RahulRoshni Rahul
A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory automatically. Its based on your requirement whether you want visible to all users or group.
If all these informations are helpful, please mark my answer as best answer
bhargava reddy 8bhargava reddy 8
It''s Helpful Lot Roshini...Than"Q"....so much....

Regards
Bhargava Reddy
Roshni RahulRoshni Rahul
Can you mark my answer as best answer if it helps :)
bhargava reddy 8bhargava reddy 8
Hi Roshni,

my requriement is when i am create territory hierarchy in sfdc through apex trigger/class that time created credit hierarchy in FIC(fusion incentive compensation)...

First this is integration requriement...

my question.... is it possible to create territory hierarchy through triggers/apex class.........if possible r not tell me...?