Mastering Salesforce CRM Administration

Enterprise Territory Management key concepts

Now we will explore the features and related concepts that make Enterprise Territory Management easy for you. Understanding these concepts will help you design your territories more effectively:

• Territory type: Territory types help you to manage your territories by key characteristics significant to your company. Every territory you create must belong to a territory type. Territory types are used for organizing and creating territories only.
• Territory: A territory contains the groups of accounts and the users who work with those accounts.
• Territory type priority: This feature will help you choose the correct territory type for territories you create or edit. By default, there are no priorities defined, ...