In this session we will talk about Enterprise Territory Management (ETM) in Salesforce.
What is Enterprise Territory Management?
Helps to manage and maintain company’s sales territories. Enterprise Territory Management Organize your Accounts, Opportunities, Leads, and Cases by Territory. Easy to keep track of which reps are assigned to which accounts and opportunities by allocating resources efficiently. Involves a geographic area or customer group over which either a sales team or an individual has responsibility.
Reports help teams organize for optimal coverage and assess territory effectiveness.
Why we need Territory Management?
Territory Management Maximize productivity. ETM improve sales by assigning sales territories to individual representatives. It’s easy to make assignments between territories, accounts, and opportunities. Reports help teams organize for optimal coverage and assess territory effectiveness.
Elements of Territory Management
| Element | What it does |
| Territory | Helps you organize groups of accounts and the sales reps who work with those accounts |
| Territory type | Helps you group territories according to a common denominator such as core reps versus overlay, or named accounts versus geographic territories. |
| Territory type priority | Helps you choose the appropriate territory type for territories you create or edit. |
| Territory model | Represents a complete territory management system for your company. |
| Territory hierarchy | Shows a model’s territory structure and serves as its main interaction point. |
| Territory model state | Indicates whether a territory is in the planning stage, in active use, or archived. |
Set Up Territory Management
Demo will cover How to Enable Enterprise Territory Management, Create a Territory Type, Create a Territory Model Record, Create a Territory, Activate a Territory Model and Report on Territories
Please check this post for our old and upcoming session on Service Cloud. Here is playlist of our service cloud sessions recording.
Thanks Amit and Team for this Territory oriented with technical aspects
Thanks for the informative Session.
Thanks sandhya and amit for session on territory management .It was very informative session.
Thanks Sandhya for the good session, I have three questions here. Please help me with your responses.
1)Is this a valid scenario – Assigning Account and related Opportunity different Territories?
2)In the above case, Does the owner of Account and Opportunity will be assigned to different territories (As Territory users)?
3)Are those access levels defined at Territories override other sharing settings (Org Wide level/Sharing Rules/Profile level)?
Thanks for the informative Session.
Good and Informative Session By Sandhya. Explained ETM with Real time Use Case.
Thanks Sandhya, Amit Bhaiya and Apex Hours Team.
Thanks Amit and Team for Territory oriented -Service cloud session .
Thank You Sandhya and Amit for this Informative session.
Nice explanation. Very lucid and crisp
Territory management is critical n most of the times implemented to mimic org user role hierarchy. This session is really good start for understanding concepts.