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MOHAMMED AL IMAM Hi I have a doubt related to territory management
1, I have Account Executive user and profile
· Each Account Executieve should only see accounts that are in his or her territory ?
2,· I have regional sales manager user profile
RSMs should only see accounts that belong to their AEs ?
how to do this ? I need to give permission
· Each Account Executieve should only see accounts that are in his or her territory ?
2,· I have regional sales manager user profile
RSMs should only see accounts that belong to their AEs ?
how to do this ? I need to give permission
Hi Mohammed,
This below link may help you to answer your query :-
https://trailhead.salesforce.com/content/learn/modules/territory-management-basics/get-started-with-enterprise-territory-management?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-sales-cloud-consultant-credential
regards,
Priya Ranjan