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0answers
3 views

Territory management and Lookup

I have a confusion regarding Territory management. I have an Account ACX and User Max, that is assigned to a Territory, Territory-Brazil. I have a custom object that has a lookup to Account. When I ...
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1answer
13 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
7 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 ...
2
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1answer
75 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
44 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 ...
3
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0answers
38 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
13 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
110 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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0answers
27 views

Territories in Sandbox Template

I am looking to add Territories Standard Object in Sandbox Template. So that I can refresh territories from production to sandbox. At present I cannot see territory object while adding Sandbox ...
1
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1answer
72 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
42 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
413 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
448 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
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0answers
94 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 ...