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Questions tagged [territory-management]

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2
votes
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 ...
0
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1answer
776 views

Cannot find where to assign users to territory

I have created a test territory and want to assign a user to it now. In the Salesforce guide it says I should go to the Territory detail page and add a user to the related list. I cannot find this. ...
0
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0answers
83 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 ...
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
vote
2answers
154 views

Restricting data based upon value in the picklist

I have a scenario in which I need to restrict some records(accounts) which should be seen to a particular person only if the value in the picklist Type='Client'.How can I implement this scenario....
1
vote
1answer
262 views

Enterprise Territory Management (Territory Management 2.0) and Customizable Forecasting? Possible?

I want to implement Territory Management and Forecasts but the new orgs offer Enterprise Territory Management and Collaborative Forecasts, which are not integrated to work. Can I shift to Customizable ...
0
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1answer
311 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 ...
1
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2answers
1k views

Problems writing a Test class for the salesforce OpportunityTerritory2AssignmentFilter class

I am trying to write a test class for OpportunityTerritory2AssignmentFilter It implements the TerritoryMgmt.OpportunityTerritory2AssignmentFilter and is a sample class provided by salesforce. Has any ...
0
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1answer
192 views

Selecting Territory2

I have the spring 15 version on my organization. In the Developer Console I wrote this query "Select Id, Name From Territory2", and I got the results (The Ids and the Names of Territories). But when I ...
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 ...
0
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1answer
97 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
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,...
2
votes
1answer
944 views

Territory Management 2.0

I'm new to the concept of Territory Management in SFDC. Our organization uses zip codes to assign accounts & leads to sales rep (via assignment rules). As a result we have hundreds of assignment ...
0
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1answer
562 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 ...
2
votes
1answer
922 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
221 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!
1
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2answers
1k 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: https://help.salesforce.com/HTViewHelpDoc?id=reports_territory.htm&...
1
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0answers
172 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
308 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 ...
3
votes
1answer
644 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 ...
4
votes
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....
4
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0answers
602 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
324 views

UserTerritory2Association Object

I want to rename the label of the field. Can we change the field label for RoleInTerritory2 field in UserTerritory2Association object?
1
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0answers
164 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. ...
4
votes
1answer
795 views

pros and cons of Territory management

pros and cons of Territory management. can any one give the clear example, how the role sharing is effected to territory sharing
0
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2answers
338 views

Query Account field IsExcludedFromRealign

There is a field on Account called IsExcludedFromRealign which determines that if Account is excluded from Territory Assignment or not. I am having an issue where some of my accounts are not assigned ...
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 ...
1
vote
2answers
769 views

How do you enable Territories in Salesforce

How do you set up Sales Territories in Salesforce,in previous versions there was an option called "Manage Territories" under Administration Setup I no longer see this in the Administer section. Were ...
2
votes
2answers
492 views

Disable Territory Management

We are currently using territory management in SFDC. We want to disable it(we ourselves cannot do it, assume Salesforce can do it). What could be the impact of disabling Territory Management? ...
2
votes
1answer
737 views

Is it possible to limit access to records based on profile's region?

currently system admin profile for all countries USA, India, China. Can we have custom system admin profile only for one country like usa, in which he isn't able to access the other country records ...
-3
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1answer
244 views

Territory Management [closed]

when do you use territory management? Also what is my role a admin far as enabling this feature is concerned? do i just enable and set it up or do i have to train them etc? are there any drawbacks to ...
1
vote
1answer
217 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, ...
3
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0answers
187 views

Territory Management - Implications to sharing model

Can someone briefly explain the high level implications to the sharing model when using Territory management?
2
votes
1answer
593 views

Territory in Salesforce

At present I am using Standard Territory Management for Accounts. I would like to know whether We can use Custom Territory MGNT. I would like to know, Can I replace Territory mgmt with role hierarchy....
1
vote
1answer
2k views

How to build Relationship between Territory object and Custom objects?

Is there a way to have a relationship established between Territory object and custom objects. It can be either via look-up relation or master-detail relation. And can we change the name of the filed ...
2
votes
1answer
218 views

Get Account and Account Owner User map

I need to get the Account owners. In our case they are the users assigned to territories. Below is my approach. Query the Accounts Query the AccountShare object for above accounts select Id, ...
2
votes
1answer
83 views

Divide data on the regional basis

It would be great if any help on how to implement the business requirement below.. We are having teams across regions, data on custom objects belonging to a region should not be accessible between ...
6
votes
1answer
307 views

Rule-based Territory assignments are being created when there are no territory rules

In an existing instance, we have a territory hierarchy with no rules, just manual assignments. Since the Summer '13 release we are seeing AccountShare records with RowCause of 'Territory' which ...
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 ...
8
votes
1answer
4k views

Territories field in Account

When I tried to add territories field in soql list<Account> soql=[select id,name,Rating,Territories from account Where ownerid!=:UserInfo.getUserId()]; I ma getting following error. No ...
8
votes
3answers
9k views

What are the drawbacks of using territory management?

I know that your sharing model complexity is compounded. Are there any other pain points?
6
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2answers
4k views

Territory management vs criteria-based sharing

Account records (and their child records through implicit sharing) can be shared with particular roles or groups based on criteria on that record. This is a large part of the value proposition within ...