官术网_书友最值得收藏!

Introduction to Territory Management

Territory Management is an account-sharing model that grants access to accounts based on the attributes of the accounts. It empowers your company to edifice your Salesforce data and business users the same way you manage your sales territories:

A territory is a collection of the account records and business users where the users have minimum read access to the accounts, irrespective of who owns the account records. By enabling territory settings, users can get read, read/write, or owner-like access to the accounts in that territory. Both users and accounts can exist in multiple territories. Salesforce allows you to add accounts manually to territories or define account assignment rules that assign accounts to territories for you. It also makes it possible to control users' access to the opportunities and cases related to the accounts in the territory, irrespective of who owns the records.

Salesforce's original Territory Management feature allowed you to grant users access to accounts based on specific criteria, such as zip code, industry, type, or a custom field. Enterprise Territory Management builds on top of the original feature by introducing territory types, territory models, and territory model states.

主站蜘蛛池模板: 邳州市| 咸宁市| 永丰县| 东台市| 洪雅县| 沁源县| 宁化县| 景泰县| 玉环县| 泰和县| 冕宁县| 吉隆县| 三江| 青州市| 汶川县| 聂荣县| 神木县| 灵武市| 二手房| 社会| 二手房| 麻阳| 哈密市| 边坝县| 麻阳| 莫力| 墨玉县| 驻马店市| 武城县| 佳木斯市| 肥乡县| 喜德县| 河津市| 合江县| 东至县| 栾城县| 保山市| 胶州市| 镇赉县| 郁南县| 广元市|