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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 .