Book Image

Mastering Salesforce CRM Administration

By : Rakesh Gupta
Book Image

Mastering Salesforce CRM Administration

By: Rakesh Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (20 chapters)
Mastering Salesforce CRM Administration
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Enterprise Territory Management key concepts


Now we will explore the features and related concepts that make Enterprise Territory Management easy for you. Understanding these concepts will help you design your territories more effectively:

  • Territory type: Territory types help you to manage your territories by key characteristics significant to your company. Every territory you create must belong to a territory type. Territory types are used for organizing and creating territories only.

  • Territory: A territory contains the groups of accounts and the users who work with those accounts.

  • Territory type priority: This feature will help you choose the correct territory type for territories you create or edit. By default, there are no priorities defined, so you have to create your own priority system. For example, 001 may indicate that a territory type is the highest priority or the lowest.

  • Territory model: This represents a complete Territory Management system for your organization. It also includes...