Mastering Salesforce CRM Administration

Chapter 3. Territory Management

This chapter starts with a high-level overview of Territory Management. We will also discuss how to enable Enterprise Territory Management, and look at the key concepts related to it. Later, we will go through how to define a territory model and assign users to it. All these concepts are very important to consider as Territory Management is a one-time setup, and these concepts will dictate how your Salesforce organization will work in accordance with your organization's territory structure. The following topics will be covered in this chapter:

• Introduction to Territory Management
• Difference between role hierarchy and territory hierarchy
• Difference between Territory Management and Enterprise Territory Management
• Enterprise ...