Hi,

Territory management:-Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. Particularly if your organization has a private sharing model, you may need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these diverse categories of accounts. Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases.

Enable Territory management:-

Territory management is not enabled by default in Salesforce. To request territory management for your organization, contact salesforce.com.

You must meet the following prerequisites before enabling territory management:

Your organization must be using customizable forecasting in order to enable territory management. If you do not know whether you have customizable forecasting, see Do I Have Customizable Forecasting?

Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management.

After you have completed the prerequisites, you will be ready to turn on territory management for your organization:

1. In Salesforce, go to Your Name -> Setup -> Manage Territories -> Settings.

2. Optionally, change the organization-wide territory management settings that are configurable from the Territory Settings page. See Configuring Territory Management Settings.

3. There are two different options for enabling territory management, which depend on your preference to retain or purge pre-existing forecast data. Click either Enable Territory Management or Enable Territory Management from Scratch.

What the Enable Territory Management Button Does when you click this button, your organization’s current forecast hierarchy and forecast data are automatically copied to the territory hierarchy as follows:

The name of your organization is set as the top of the territory hierarchy.

For each role in the forecast hierarchy, a corresponding territory is created in the new territory hierarchy.

Manual forecast sharing settings on the roles are copied to the new territory. For more information on manual forecast sharing, see Manually Sharing a Forecast.

Active Salesforce users are added to territories based on their roles.

Opportunities are assigned to the opportunity owner’s territory.

Accounts are not assigned anywhere in the territory hierarchy.

Until you add or edit territories, your forecasts will work the same as they did before you enabled territory management.

What the Enable Territory Management from Scratch Button Does

When you click this button, the following occurs:

All pre-existing forecast data is deleted.

An empty territory hierarchy is created.

Using this button is only recommended when you are setting up a brand new organization in Salesforce that does not have an existing forecast hierarchy.

4. Configure territory-related fields, page layouts, and user permissions:

Click Your Name -> Setup -> Customize -> Accounts:

Click Fields to set the field-level security of the Territories and Exclude from territory assignment rules fields.

Click Page Layouts to add those fields to account page layouts. Also, for each account page layout, you can set whether users can choose to run account assignment rules when they save accounts, and whether account assignment rules should run by default whenever accounts are saved.

Click Your Name -> Setup -> Customize -> Opportunities:

Click Fields to set the field-level security of the Territory field.

Click Page Layouts to add the field to opportunity page layouts.

Using permission sets or profiles, grant the “Manage Territories” permission to users who will be administrators of the territory hierarchy. Users that had the “Customize Application” permission before you enabled territory management are automatically given the “Manage Territories” permission.

5. To begin working with your new territory hierarchy, click Your Name -> Setup -> Manage Territories -> Hierarchy.

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