Once you have completed the basics, you can dive into these best practices much more effectively… awareness and understanding are the keys to grasping this technical knowledge!
First, we learn how to Clone a Territory Model.
*Salesforce provides these steps, building upon examples in former units within this educational series:
“Open the Current Fiscal Year territory model
For the label, enter Test Model
For the description, enter Territory Model for Testing
Make sure the Territory Model Name is Test_Model
Salesforce cautions that cloning can take time depending on the size and complexity of the territory model.
Next, we learn how to identify territory users by territory role. Salesforce provides these steps:
“In Setup, from the management settings for user territory association, go to Fields & Relationships
Click ‘Role in Territory, and then click ‘New'”
Enter the picklist values you want to include – for this example, Salesforce uses “Territory Owner, Sales Manager, Product Specialist, and Sales Representative”
Next, we learn how to Assign Territory Roles to Users. Salesforce gives these steps:
Open the desired territory record
In the Assigned Users related list, click “Edit” next to the rep you want to edit
“From the Role in Territory picklist, select ‘Territory Owner’
That’s it – you’ve done it!
Chatter is part of Salesforce Territory Management Best Practices as well. Salesforce advises that we use it to best collaborate on Territory Models.
When you enable Chatter feed tracking for territory models, you can “collaborate with your team on model development directly within model records.” This gives your team the ability to:
Respond to comments
Get notifications when model states change or key fields are updated
To collaborate with Chatter and track the State field, Salesforce provides these steps:
“From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking
Select the Territory Model object
Select Enable Feed Tracking and State
Finally, we learn how to report on the Accounts and Opportunities Assigned to Territories. Salesforce gives these steps to complete the process:
“On the Reports tab, click ‘New Report’
Choose an account or opportunity report type, and then click ‘Continue’
In the Show-Me filter field, select ‘My territories’ or ‘My territory team’s’ as the filter criterion
Finish creating the report and click ‘Save'”
This concludes the module, but there’s a lot more detail to learn when you complete the unit yourself! Altogether, this unit takes about 25 minutes (estimated) and allows you to test your knowledge in Salesforce Trailhead Playground with a challenge.
Unpack Salesforce Territory Management Best Practices in full detail when you start the unit – click here to start from the beginning of the module (or to see all units in this educational path).
If you’d like more assistance with your Salesforce processes, like Territory Management, reach out to our Salesforce Consulting or Support team for help. we are happy to help you resolve any challenge you may be facing.