Questions tagged [territory-management]

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545 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 ...
4
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0answers
168 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 ...
4
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0answers
597 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 ...
3
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0answers
21 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
votes
2answers
78 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 ...
3
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0answers
306 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'...
3
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1answer
399 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 ...
3
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0answers
186 views

Territory Management - Implications to sharing model

Can someone briefly explain the high level implications to the sharing model when using Territory management?
2
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0answers
14 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 ...
2
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0answers
29 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 ...
2
votes
1answer
906 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 ...
1
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0answers
42 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
vote
1answer
70 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 ...
1
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0answers
32 views

Restricting 'Assigned To' Field to only filter users that are within the role they are assigned Territory Management

I have implemented territory model in my salesforce Org. Coming to a particular account I want the related task should not have the user as an option to chose who is owner of the other territory not ...
1
vote
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 ...
1
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0answers
54 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 ...
1
vote
1answer
110 views

Salesforce Territory and User Role

Can we use Salesforce Territory in our Managed Package which builded on force.com? We have two Supervisors A & B in the same territory, both A & B have two Sales Reps, Supervisor A has A-Rep1,...
1
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0answers
166 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
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0answers
159 views

Is there anyway to send an Email Alert to a Territory Assignee?

We have implemented Territory Management in our Org. In our scenario, we have multiple business units which divide their territories differently and we keep one Account for all the business units. ...
0
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0answers
13 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 ...
0
votes
1answer
123 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. ...
0
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0answers
73 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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2answers
20 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
votes
1answer
227 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 ...
0
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1answer
498 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'...
0
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1answer
205 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
125 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 ...
0
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1answer
255 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
196 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 ...
0
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1answer
23 views

TM2 Related lists to show at the Top of the Account Page?

How can I get the Territory and Assigned User related lists to show at the top, or towards the top, of the Account Page? Users have to scroll down through the entire page to see who is working the ...
0
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0answers
81 views

Formula to determine region

I would like to create a formula field in the account object to determine what Territory the accounts belongs to (East, West, Other) based on the account owner. I use Roles, so that would be cleanest ...
0
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1answer
299 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 ...