Salesforce Territory management

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This short video get you started in setting up sales territories for your team. With sales territories, you can keep track of which sales reps are assigned to which opportunities and accounts.

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Thanks for the content. Suggestion for future: explain the business use case behind what you're doing instead of just clicking through the screens.

dalepurdon
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Please Next time increase your voice volume upto 30% my laptop Can only go to 100%

HVadlamudi
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Great info but Plz explain about use case first n where we can implement

rajmk
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From where did the users in assign come? did you create that before? I cannot see it in my page layout. Is this something you created explicitly?

priyankamoon
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I have to assign territories and there are around 3523 rules that should be assigned to around 4 territories. I can't manually do this right.. Can we have any other alternative to do it through Code?

vinayrohitreddypadala
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Hi,

Do you know to set up Opportunity assignments on Territories instead of just Account? Having issues getting the opportunities to show up as filterable fields. Thank you

charlieheasman
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Your video was more confusing than the topic. I had only 10 mins to understand this topic and never felt so disappointed after seeing a video. Improve your salesforce skills first, understand the topic in deep and then make a video on it.

Sellove