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Questions tagged [territory-management]

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1answer
13 views

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 ...
3
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1answer
463 views

Enterprise Territory Management — Previewing Rule Assignments

Enterprise Territory Management Issue I am currently examining implementing Enterprise Territory Management. I have a Territory structure set up in the Planning stage. According to the implementation ...
0
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0answers
10 views

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 ...
2
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1answer
998 views

Enterprise Territory Management - Need to assign account ownership based on one of the assigned territories

Using ETM or TM2.0, we would like to switch account ownership when the territory assignment rules are executed and territories are assigned to accounts. If John Doe covers US West territory, all ...
0
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1answer
609 views

How to share records for Territory group

I am trying to share record (Account) to Territory. I followed steps explained in Granting Access to Records. I have activated Enterprise Territory Management and created few territories. Still, I don'...
1
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0answers
19 views

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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0answers
28 views

How can I associate currency with territories

I want to be able to restrict the currencies used or selected based on territory assigned to the user. How can I achieve this in salesforce. Multi-currency and territory management is used in my org.
0
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0answers
18 views

Territory Model with developer name undefined not found

In my scratch org, I can "Enable Enterprise Territory Management" to start using the territory 2 stuff. I can build out a simple model, with a territory and rule and activate it, assign a user etc. ...
2
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0answers
45 views

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 ...
-3
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1answer
60 views

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 ...
4
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2answers
65 views

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 ...
0
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0answers
21 views

not updated all opportunities with OpportunityTerritory2AssignmentFilter after enabling ETM

I have enabled the ETM in production and created opportunity assignment class which is provided by salesforce. When i click on Run opportunity filter button on territory model hierarchy,few records ...
2
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0answers
20 views

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 ...
3
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0answers
28 views

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 ...
3
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2answers
135 views

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 ...
6
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5answers
1k views

Why Account Assignment Rules removes Account from Territory?

I have a Territory Account assignment rule with a simple condition. If the Account Country = United States and State = XYZ, assign to a territory. The assignment rule works fine and there are accounts ...
2
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0answers
34 views

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 ...
1
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1answer
346 views

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 ...
1
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0answers
47 views

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
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1answer
825 views

Create 'ObjectTerritory2Association' programatically

I've ran into an issue trying to create a ObjectTerritory2Association object in a test class. When referencing this object, my class will not compile. There isn't a problem with the code as I can log ...
0
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1answer
155 views

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. ...
4
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0answers
225 views

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
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1answer
1k views

Assign account to Territory Rule in apex code

We have an issue with Accounts in wrong territories. Basically, we have an apex controller for Cases which modifies the account field that we are using to manage territories, but reading this link ...
3
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0answers
437 views

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'...
4
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2answers
536 views

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....
4
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2answers
320 views

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 ...
1
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1answer
435 views

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
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1answer
241 views

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. ...
0
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1answer
974 views

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
votes
2answers
2k 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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1answer
159 views

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
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0answers
33 views

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....
0
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0answers
87 views

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 ...
0
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1answer
545 views

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 ...
6
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0answers
825 views

Why does SOQl query for Owner.UserRole.Name on Opportunity cause error in Opportunity Territory Assignment apex class

I've been working on an Apex class to do our Opportunity territory assignments based on the example here. I needed to modify it to support our rules that included checking the User Role on the ...
1
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1answer
185 views

How do I mass delete Territory2 records in Apex?

I have a list of Territory2 records. All of them are from the deepest level of my territory hierarchy. When I attempt to save some apex to Salesforce that would delete this list of records, I'm ...
0
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2answers
21 views

Error in Territory Name

I need to get the Name of the Territory to assign it to a field, but when I try it, it generates an error. this is my code: List<UserTerritory> myList = [ select Id, UserId, TerritoryId ...
0
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1answer
306 views

I need a query to take the name of the territory to which a user belongs [duplicate]

I need a query to take the name of the territory to which a user belongs I try with this UserTerritory userT = [SELECT Id, Terrotory.Name FROM UserTerritory ...
4
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2answers
10k 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 option....
1
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1answer
80 views

Install Territories 1.0 in my Developer Org

With Territories 2.0 out, when I enable Territories in my Dev org it automatically uses 2.0. Is there any way I can enable Territories 1.0 in my Dev org? I'm trying to do some work for some clients ...
0
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1answer
319 views

How to get the UserName and territory name assign to user in single query?

I am new to the salesforce I am facing following issue. I want to show error message where I want to Display the userName and associated territory name. I am not able to get the both. Can you please ...
1
vote
1answer
84 views

How to Restrict user to have more than one territory?

I want to show an error message when admin tries to associate the user of a particular profile with more than one territory. The user of this profile should be assigned to one territory only. If the ...
0
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1answer
201 views

Territory Management with Forecasts

What type of Forecasts should you use when you enable Territory Management? Collaborative or Customizable Forecasts? When the features of both the Forecasts categories are similar, how do you decide ...
0
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1answer
57 views

Cannot view Territory fields with Manage Territories setting enabled

We are using Enterprise Territory Management (aka Territory Management 2.0). We have an existing profile that is setup to manage territories. The users in this profile can view and edit territories. ...
0
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1answer
267 views

Territories not auto-assigned to Opportunities upon creation

Situation : When I create an account, it auto-populates the territories in account -> works as expected by using "Account Assignment Rules Defined in This Territory" When I create an opportunity ...
0
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1answer
150 views

Territory assignment rules based on global state/territory pick list

Looking for confirmation that territory assignment rules based on global state/territory picklist code value don't work against the ISO code and only the Name field of the picklist value. I am unable ...
2
votes
2answers
422 views

How To Deploy UserTerritory2Association.RoleInTerritory2 Picklist Values

I've added several values to the new UserTerritory2Association.RoleInTerritory2 picklist. I tried to deploy the field using Salesforce Migration Tool: <types> <members>...
2
votes
1answer
395 views

Why is there no option to enable “Manage Territories” when editing the permissions for a profile?

I am trying to enable "Manage Territories" user permission in a profile but there is no option for me to. Is there a reason why that permission is not present?
0
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1answer
313 views

Delete a User from Territory

I have a user associated with a territory who has left organisation. Now I wish to remove the mapping association for this user. Removing this user from Territory assigned users page does not solve ...
0
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1answer
233 views

Is there a way to override a override a Territory Assignment Rule with a manual rule.

I want to use the Territory Assignment Rules for 90% of our prospects. On the other 10%, I may need to override the territory manually. It is important to note - I only have one territory per ...