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1answer
38 views

Understanding Territory 2.0

Please help in understanding below points I am using Territory 2.0 and I can use SOQL but not SOSL. Why? Below 2 URL is conflicting in using DML operation. Please help in understanding. Please note ...
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0answers
28 views

Territory Management - does child territory assignments rules apply to parent territory?

I am setting up Territory A - which is a parent for Territory B. and Territory C is a child territory for B. I've set assignment rules in Territory C so that accounts that meets the ...
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0answers
13 views

Territory Management - Need to assign account owner with respective Territory - Territory Manager

Using ETM or TM2.0, I would like to switch account ownership when the territory assignment rules are executed and territories are assigned to accounts. For Example If John is the Territory Manager ...
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0answers
9 views

Report with a wrong Territory View

I created a custom Report Type "O-p-p". A report X with the "O-p-p" custom Report Type. When I build the report I cannot see any row, because it is set with a certain territory point of view in ...
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0answers
17 views

Budgets for Territory in Salesforce

We are testing out Territory Management for our organization. One of the requirements is to assign monthly & yearly budgets for the territories. I looked at using a Territory Budget Custom object ...
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1answer
53 views

what is the use of territory object on opportunity

Can anyone help me to know what is the use of territory object on opportunity with a example. Please provide me some example and how there 2 objects are related to each other.
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1answer
26 views

Limit custom object to user territory

I have a custom object and custom tab for it. It has Lookup relationship to Account. Currently user can view all custom object records. But I want to limit access to custom object using user's ...
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1answer
120 views

But why? - Enterprise Territory Management cannot be enabled in existing organizations that have Customizable Forecasting enabled

Is there a deep underlying logic? They say, 1. Standard Fiscal year goes with Standard forecasting 2. Custom Fiscal year with customizable forecasting and with Territory mgmt 1.0 3. Custom Fiscal ...
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0answers
24 views

How to query sibling territories?

How to query for accounts in child territories? I can't seem to find any documentation for this. I had posted a similar question, but got no response. Any reference would be great too!
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0answers
40 views

Need clarification on territories

I have a apex class that displays all orders of a current logged-in user's territory. Logic is I get all the accounts in the user's territory, and finally all the orders in those accounts. Suppose ...
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2answers
229 views

Enabling Territory Reports in Territory Management 2.0

We have enabled Territory Management 2.0 in our Salesforce org. However, we cannot find the Territory Reports as described here: ...
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0answers
97 views

what is difference between TerritoryManagement1.0 and TerritoryManagement2.0 in sfdc

What is difference between TerritoryManagement1 and TerritoryManagement2 in sfdc. why we go for TM2.0, is there any advant1ges compared to TM1.0. Please give any suggessions.
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1answer
105 views

Account visibility for Territory management

I'm facing a problem after creating a new MD relation account__c for a custom object subscribe__c for territory management. When I click on the lookup button for account__c field, I get a list of ...
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0answers
9 views

Different Holiday Calendars for Different Territories in Salesforce

I have a situation where client has different holiday lists for different territories. For example there are 2 territories T1 and T2, and there are 3 holidays H1, H2 and H3. Is it possible to assign ...
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1answer
292 views

Testing Winter '15 - New Clause USING SCOPE values

I am trying to test "Using Scope" on a custom object, orders which has a MD relation to Account. I'm trying to filter a list view of Orders to show only by User's territory, like we have in Account ...
2
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1answer
2k views

Difference between Role Hierarchy and Territory Management?

I have territory already setup with more than 1000 territories. I have seen that roles are not assigned in the org. In roles introduction page, I can see "Territory based Heirarchy" as 1 of the ...
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0answers
193 views

How to control custom object through territory management?

I have 2 custom objects and tabs. Accounts and Users are assigned manually in my org. How to I control their visibility/security according to territories? Are there any samples that I refer to? That ...
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1answer
75 views

UserTerritory2Association Object

I want to rename the label of the field. Can we change the field label for RoleInTerritory2 field in UserTerritory2Association object?
2
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1answer
212 views

DMLOptions 'useDefaultRule' for an account's update - not working

I'm trying to assign DML options to an account's update. It's working with the insert, but not wit an update. Here is the code I'm using: Database.DMLOptions dmlOpts = new Database.DMLOptions(); ...
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1answer
122 views

Enable Territory Management in Developer Edition

Is it possible to enable territory management in the free developer edition? This page (https://help.salesforce.com/HTViewSolution?id=000175737) says this function is available "with the Enterprise, ...
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0answers
66 views

Custom Territory management

what data model we need to pick when implementing Custom Territory Management solution with Collaborative forecasting ? We do not want to use Customizable forecasting so we have to turn off Standard ...
2
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1answer
629 views

Create user with territory for runas in test method

I have created a functionality where in the current user's(who doing the action) territory is queried and is updated on the account object. The functionality is working fine but i am facing an issue ...
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2answers
751 views

how get i get user, userTerritory join?

I want to get user and user's territory information. After i search, i found that user information in user Table. territory information in Territory Table. but, the relationship in UserTerritory ...
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0answers
149 views

Territory Management: Formula to access Parent Territory from Opportunity

We're using Territory Management. We want to have the name of the Parent Territory available on the Opportunity. Parent Territory is a standard field on the Territory sObject. However, it does not ...