As of the Winter'17 release, Enterprise Territory Management is available in Salesforce Classic only.
Each territory can have up to 15 assignment rules.
Only one model can be in the Active state at one time in your organization.
If you disable Enterprise Territory Management, your users will lose the record access that was based on territory assignment.
By default, each territory model can have up to 1,000 territories.
As of Winter'17 release, Enterprise Territory Management components cannot be included in packages or change sets.
Mastering Salesforce CRM Administration
By :
Mastering Salesforce CRM Administration
By:
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
Free Chapter
A Deep Dive into the Salesforce Lightning Experience
Security Settings in Salesforce
Territory Management
Extending Salesforce with Custom Objects and Applications
Getting More Value from Sales Cloud
Increasing Service Agent Productivity by Using Service Cloud
Optimizing Business Processes with Visual Workflow and Approval Processes
Automating Complex Business Processes
Analyzing Productivity with Reports and Dashboards
E-mail and Mobile Administration
Different Ways of Deploying an Application between Environments
Basics of Apex and Visualforce Page
Customer Reviews