November 2022
Intermediate to advanced
254 pages
5h 55m
English
Content preview from Salesforce Data Architect Certification Guide
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12
Territory Management
As we touched upon in Chapter 2, Data Modeling and Database Design, territory management is used to facilitate the automatic sharing of account records based on rules that pertain to how those records are assigned to users based on the criteria of the record. This chapter explains territory management in more detail and how it pertains to data model design on Salesforce.
In this chapter, we’ll cover the following topics:
- Enterprise territory management overview
- Implications of territory management on data model design and sharing records
Let’s begin our explanation of territory management with an overview.
Enterprise territory management overview
Salesforce fully supports the concept of Sales Territories to assign ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.