function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Arun KArun K 

Importing territories

I have to create 1500 territories and should assign terr to user while importing user.

 

What are the steps that needs to follow.?

Any idea how to create territories without manual.?

SharathChandraSharathChandra
If you have a cvs file, we can use dataloader option to insert 1500 territories
Arun KArun K

But I couldnt see territories option in data loader
SharathChandraSharathChandra
Is territory custom object?
Arun KArun K

No............ standard salesforce object
Vinita_SFDCVinita_SFDC

Hello Arun,

 

Territories are not object hence we can not import territories with dataloader. You can import Accounts and user which are part of the Territory and then through setup you will have to create territories.

 

Please refer following document for better understanding:

 

http://ap1.salesforce.com/help/doc/en/salesforce_territories_implementation_guide.pdf

 

Hope this helps!
Ankit Singhal 21Ankit Singhal 21

You can use standard Territory2 Object to upload territories.

However,to directly create a structure is difficult by uploading as you wont have ParentIds at the start .