Territory Management 2.0 builds upon the original feature by introducing territory types, territory models, and territory model states. These components let you create and preview multiple territory structures and strategies before you activate and implement the one that works best.
Download to Learn:
- How to Clone a Territory Model to Test Out Different Structures and Scenarios
- Define an Assignment Rule Once, Use It in Multiple Territories
- Assign and View Territories Directly from an Account
- Run Territory Rules Directly from the Territory Hierarchy
- Identify Territory Users by Territory Role
- Identify Territory Users by Territory Role
- Apex Triggers Added to the Territory2 and UserTerritory2Association Objects
