I'm brand spanking new to Salesforce. Helping a friend with some of her accounts and I'm learning as I go.
She wants me to find a way to make her assignment rules for her territory fields work. Right now she is using workflow rules to say when a lead comes from HERE assign it to THIS territory and THIS sales rep. But something is going wrong. The fields don't always populate and when they do, they don't always transfer to the territory fields from the LEAD to ACCOUNT to OPPORTUNITY stage...
I started researching and see that workflow rules will no longer be supported by Salesforce, so it would be better to use Process Builder...BUT while researching, I also came across Territory Management and think this would be what they need to use, but unfortunately, the organization doesn't have that enabled. I need more information or guidance at this point.
Would Territory Management be the best tool to use in this case? If so, how difficult is it to get enabled?
If not, will process builder work? or will I need to go about this a completely different way?
Any resources you can offer will be deeply appreciated.