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1answer
13 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
9 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
17 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
61 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
47 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.
1
vote
1answer
56 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
8 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 ...
3
votes
1answer
183 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
votes
1answer
352 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
90 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 ...
1
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1answer
42 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
votes
1answer
146 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(); ...
1
vote
1answer
94 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
53 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
votes
1answer
487 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 ...
0
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2answers
565 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 ...
2
votes
0answers
105 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 ...