Questions tagged [territory-management]
The territory-management tag has no usage guidance.
116
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How to get territory fields in account? [closed]
I have a custom field "Code__c" in territory and i need that field are stored in account field when territory is associeted with the account. How i can do it ?
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105
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Updating Account owner based on Territory2 and Account relationship
This is my Pseudocode
Trigger on Territory2 before Update
If IsChanged (UserTerritory2Association.User)
Get AccountID of the Account assigned to the Territory from ObjectTerritory2Association
Get ...
- 635
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37
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How to mass remove manually assigned accounts in Territory Management?
Is there a way to mass remove manually assigned Accounts in a Territory Model ?
Note, currently there no assignment rules in the Territory model. This is a sandbox.
- 635
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23
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Referencing Territory2 SObject in formula field
We are using territory management and would like to create a field to show the territory name on the Account Compact Layout, instead of in the related list. I thought creating a formula field would ...
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5
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How can we define territory manager in salesforce? like North region territory user A is Manager?
I have requirement, territory managers should be able to see their complete territory open orders?
Now my question is how we can define a territory manager like north territory has many users eg: A,B,...
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100
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Enterprise Territory management for Custom Objects
We have a need to share records created on a specific custom object with the Territory Hierarchy.
By default:
Enterprise Territory Management provides assignment rules that seems to be working only ...
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1
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172
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How to mass delete manually assigned accounts in territory management?
as you can see in the picture, the task is simple, but instead of going one by one and manually deleting each manually assigned accounts in territory management, how would one go about deleting each ...
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206
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SOQL Query for Manually Assigned Accounts in a Territory
The goal is to query all Manually Assigned Account on a particular Territory. If possible, a query that can be run through Developer Console/Workbench. Is this doable?
I can't seem to find anything ...
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72
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2gp: Problem with adding custom fields to Territory2 object via DX Unpackaged Metadata feature when creating package version
We are developing 2gp which heavily uses Enterprise Territory Management feature. And as part of post install configuration subscribers should manually create some custom fields with predefined names ...
- 2,734
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16
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reassigning records in states to different region
So my organization is doing a little reorganization and want to assign three states to a different region. Right now, OK AR and LA are part of the SER. We want to change them to SCR. What first comes ...
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42
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Packaging trigger on UserTerritory2Association object (part of Enterprise Territory Management 2.0)
Our managed package (1gp) has a dependency from Enterprise Territory Management (ETM 2.0).
And we've created a trigger on UserTerritory2Association object to track moments when user is assigned to a ...
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77
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Returning the Territory Model name and Territory Name based on Account ID
I am trying to populate a custom field on my account object called "Original Territory" that tracks the value of a territory name from the associated Territory2 record.
I am trying to create ...
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74
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Is it possible to perform upsert operation on UserTeritorry2Association?
I am writing a batch class on the UserTerritory2Association SObject and I need to perform an upsert operation. I have tried to use insert and records are getting created but if I need to do upsert I ...
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156
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Modify Territory Assignment Rules using Metadata API
Is it possible to use the Metadata API to modify existing Territory Assignment rule criteria? Currently we are using the Salesforce Mapping tool to build territories and then import into ETM. The ...
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278
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Create Scratch Org with specific Territory2Settings
I am trying to create a scratch org with Territory2 enabled, as we have this in our production org and I want to mimic it as good as possible.
The full documentation for this metadata can be found ...
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35
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How to give all Sales Reps read-only on all New Opportunities, but restrict them from changing Opp Owner
Sales Rep Users need the ability to see (Read only) all New Opportunities no matter what territory they are in, no matter who is the Owner.
We set this up successfully by creating a Sharing rule where ...
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3
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2k
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Why is Territory management not available?
My org doesn`t have Territory Settings in setup. What is reason? Profile - System administrator, Organization Edition - Enterprise Edition
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442
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Leads, Territories and Dashboard filter in Lightning Experience: impossible combination?
In Lightning Experience I have created a dashboard that displays a number of Account and Opportunity reports. These reports themselves do not apply any filtering on Territories, but the dashboard does....
- 3,220
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430
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Account Territory Sharing Rule remediation in Enterprise Territory Management
Account Territory Sharing rule is no longer available to ETM, and as per salesforce the remediation should be like below:
Original Territory Management (TM1) to Enterprise Territory Management (ETM/...
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284
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Remove assigned territory in account
How can we remove the assigned territory in the account after it's been auto-assigned via assignment rules?
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252
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AccountShare UserOrGroup.Type returning weird results
I was wondering if someone could explain this to me. I am currently working in an org with Territory Management (1.0) enabled and I am trying running queries but getting weird results.
When I run a ...
- 1,963
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298
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Errors when creating unlocked package version with Apex Territory2 dependencies
Creating an unlocked package version:
sfdx force:package:version:create -p MyPackage --apiversion 48.0 -d force-app -x --wait 10
with classes that depent on Territory2 objects returns the following ...
- 67
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3
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398
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Trigger Recursion after API Callout to Run Territory Assignment Rules
I am trying to trigger territory assignment rules on accounts via the API (the only way you can, apparently), and then change the account owner based on the territories that are assigned. It’s an ...
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103
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Field History Tracking for Territory Field on Opportunity object
I want to enable field history tracking for Territory field (API Name Territory2) on Opportunity Object. However on field history tracking page, I cannot find that field, so I am not really sure if ...
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87
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Using Territory Management Users for Dynamic Sender Profiles
I was wondering if anyone has ever come across the use of territory users being used as dynamic sender profiles for a one-to-one direct marketing experience.
The issues I am currently experiencing ...
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82
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SOQL Not Finding Results Based On Territory2Id Filter
I have a query looking for records whose Ids are in a set, and SF is acting like the IDs are not there, when all the debug logs show that they clearly are.
Here are the debug statements clearly ...
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618
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How to create a My Territory Accounts List View that uses Enterprise Territory Management
The "My territories" list view is returning 0 records. I have recently enabled Enterprise Territory Management and created a Model that is in status "Planning".
I have assigned Accounts and Users to ...
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366
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Enterprise Territory Management without Sales Cloud User License
Is it possible to setup Enterprise Territory Management without Sales Cloud User licenses effectively? What are the downsides?
We currently only have Service Cloud User Licenses but have enabled ...
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124
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Why does my user territory assignment show inactive in UI, but still show Active in the backend via SOQL?
We have Apex code that depends on the UserTerritory2Association.IsActive flag. For some reason, one of our user territory assignment is inactivate ('IsActve = false') but on the backend, the field is ...
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179
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Cannot get territory2Settings in a Winter '20 Scratch Org
I couldn't get this to work for the current '19 org either, fwiw
According to the Metadata coverage report, I'm supposed to be able to use territory 2 features with this bit of sample scratch ...
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120
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Regarding code coverage [duplicate]
Below is my class but i am not able to cover single line also , can anyone help me out in this test class, i am not understanding why i am not able to cover single line.
global class ...
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236
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Managed Package: How to get rid of dependency from Territory Management feature
SF is going to drop Territory Management (aka TM 1.0) in Summer 2020.
So we are trying to migrate our managed package to Enterprise Territory Management (aka TM 2.0).
As the first step of such ...
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47
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How to Restore custom Territory Management data in Enterprise Territory Management?
Recently we have switched from Custom Territory Management to Enterprise Territory Management. During this transition we have lost our data. (I am Not able to see any territory hierarchy / rule ...
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34
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Remove dependency of Territory object from already released managed package
Salesforce has announced retiring the support for original territory management https://help.salesforce.com/articleView?id=000273181&type=1 and we have our managed package using the standard ...
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556
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Sharing of Accounts in Enterprise Territory Management
I struggle a bit with the ETM topic. I have set up ETM in SF and defined the dataflow to cover ETM sharing logic (with security predicate) in Analytics. However when I checked for a specific user I ...
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80
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Is there a way to specify an API version of a call to @RestResource?
I would like to specify an API version when I call a @RestResource via an API. Is that possible?
Why
For some reason, our Spring '19 sandbox is having a weird issue, and I'd like to fix this before ...
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2k
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Enterprise Territory Management: Using Apex/SOQL get all accounts in UserId's territories
I am trying to find a solution to getting all accounts in a users territory or territories with soql. I am not finding much info about it anywhere with Enterprise Territory Management.
EDIT: What I ...
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72
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OpportunityTerritory2AssignmentFilter with more than 1000 qualified Opportunity record
As per the Salesforce documentation, the OpportunityTerritory2AssignmentFilter class will take up to 1000 qualified Opportunity record to process.
But what will happen if the number of qualified ...
- 1,155
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250
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Salesforce Territories
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. ...
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573
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If you assign a territory to an Opportunity manually, why does the parent of that territory get access, instead of the territory it self?
Let's assume the following scenario:
I have a sales organization with multiple regions. Every region is represented in a territory using Territory Management. The accounts are assigned to those ...
- 2,562
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835
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Opportunity Territory Assignment in Progress... forever
I've just setup Enterprise Territory Management for a very simple org (1 type, 8 territories). Accounts assignment rules work fine but I'm struggling to get opportunity territory assignment working. I'...
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1k
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Preventing Recursive Future Calls
I have a usecase where when an account is updated, an after update trigger is fired. This trigger will call a future method which will call a SOAP API to assign the relevant territory assignment rules....
- 1,242
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3
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990
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What's the behavior/use case of "Apply to child territories" in Enterprise Territory Management?
In an attempt to learn my way around ETM, I built a toy territory model that looks like this:
Corporation (Territory Type: Sector)
Pennsylvania (Territory Type: Geographic)
Philadelphia (Territory ...
- 86.8k
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669
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Old and the new Enterprise Territory Management
I read in one of the book that for old territory mgmt, forecasts are derived from territory hierarchy, and not forecast hierarchy. While for the new enterprise territory mgmt, forecasts are derived ...
- 1,242
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570
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How to filter by territory name in Lightning Experience dashboard?
I have a dashboard that contains a report, which deals with accounts and territories (Enterprise Territory Management).
I would like to add a dashboard filter for territory name, also known as label. ...
- 3,220
2
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3k
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Territory Management: run Territory Account Assignment Rules from Apex
We are using Territory Management in our org and the challenge is to trigger processing of standard account assignment rules from Apex code.
Currently we are doing this manually (from Setup -> ...
- 2,734
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339
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Territory Management Account assignment working in sandbox, but not in production
I noticed that our org had some Accounts that had not been assigned to a territory, due to problems with the addresses. I corrected the problems, but the Accounts still did not get assigned.
I made ...
- 3,220
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57
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How to make the transition from Territory Management 1 to 2? [closed]
In our org we use TM 1. We want to switch to Lightning Experience, and for that we need to switch to TM 2, also known as Enterprise Territory Management.
It looks like this is not an easy thing to do....
- 3,220
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162
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Territory2-Data visible in tests but not used in trigger
I implemented a trigger functionality (insert, update on leads), that applies the the territory-management rules/assignments functionality from accounts to leads (e.g. leads can be assigned a new ...
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1k
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How to traverse territories in Salesforce using SOQL query
I have a field on contact object called 'Region' (Text formula field) whose end value would be in the range of 1-5. On the other hand, I have a territory model setup in my Salesforce instance. There ...
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