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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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