The tag has no usage guidance.

learn more… | top users | synonyms

1
vote
0answers
33 views

Shouldn't accounts automatically be assigned to territories at creation if rules match?

We have been using Territory Management for about a year now. I was under the impression that when accounts are created or subsequently edited to meet the territory assignment rule criteria, the ...
2
votes
1answer
58 views

What objects are covered by Enterprise Territory Management?

I am trying to understand which objects can be shared using Enterprise Territory Management. Finding this has been difficult because most information that comes up in searches is related to the old ...
1
vote
0answers
26 views

Enterprise Territory Management: how to remove territory assigned by rule in account

I used Enterprise Territory Management. For the territory model, I set the rules for each territory by geography. For example: - Global Sales -- San Fransisco (Account Billing State: San Fransisco) ...
0
votes
2answers
58 views

how to extract accounts under a particular territory in salesforce?

how to extract accounts under a particular territory in salesforce? can some one provide me the query please if possible. Is there a way to do it using vlookup and dataloader?
2
votes
2answers
62 views

How to delete UserTerritory records using api(SOAP etc.) with Apex

The UserTerritory record does not support direct DML with Apex, as it states in the docs. I am trying to delete using Partner SOAP API but unable to delete the records. My code is below : HTTP h = ...
0
votes
1answer
95 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 ...
0
votes
0answers
89 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 ...
0
votes
0answers
111 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 ...
1
vote
0answers
17 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 ...
1
vote
0answers
29 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 ...
0
votes
1answer
68 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.
1
vote
1answer
41 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 ...
0
votes
1answer
235 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 ...
0
votes
1answer
42 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!
0
votes
2answers
409 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: ...
1
vote
0answers
110 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
150 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 ...
1
vote
0answers
11 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
435 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
3k 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
votes
0answers
328 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
vote
1answer
119 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
295 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
145 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, ...
1
vote
0answers
74 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
2answers
800 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 ...
1
vote
2answers
1k 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 ...
3
votes
1answer
206 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 ...