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AKS018AKS018 

geographical zone area issue while viewing the informatiom

In the live area there is currently a rule that means that the sales user from one geographical zone are not able to see sales pipeline information of Opportunity from another geographical zone.

 

Here The client would like this changed (starting with the sandbox area ONLY) so that sales user from any geographical area are able to see sales pipeline information from ANY other geographical area.

 

Actually in live area also, i dont know where is that rule. But now i need to chage as like the client need. Can anyone help me how to proceed for this....

Ashish_SFDCAshish_SFDC

 

Hi Parasuram,

 

"Territory Management" feature in salesforce best suits your requirement, please find the related info below.
Overview: http://na1.salesforce.com/help/doc/en/territories_def.htm
DECISION GUIDE: http://www.salesforce.com/docs/en/cce/tm_decision_guide/tm_decision_guide.pdf
How to enable: http://na1.salesforce.com/help/doc/en/territories_enable.htm

 

Regards,
Ashish
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