Wednesday, June 28, 2017

Salesforce: Territory Management [1]

Territory management maybe not so popular used by many Salesforce users, but it is out of the box functions from Salesforce and supported by Salesforce. Territory management is not enabled by default in Salesforce, you need to contact Salesforce support to request territory management enable for your organization.

Territory management is an account sharing system that grants access to Accounts (including Opportunities and Cases associated with Account) based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories.

At this moment (Summer '17 release), there is 2 type of Territory Management in Salesforce and both are active and supported by Salesforce:
1. Territory Management, aka TM 1.0 (original version)
2.  Enterprise Territory Management, aka TM 2.0 (newer version)

Lightning Support
Territory Management
Original Territory Management appears in the Lightning Experience Setup tree. From there, you can enable, configure, and maintain the feature. Territory information, assignments, and reports are available and viewable in Salesforce Classic only.

Enterprise Territory Management
To set up Enterprise Territory Management, create or update territory assignment models or rules, assign territories to records, or view territory assignments, switch to Salesforce Classic. However, access control on records managed by Enterprise Territory Management settings is respected in Lightning Experience.

Territory Management
Territory Management is available only with Customizable Forecasts and is not supported with Collaborative Forecasts. If original Territory Management is enabled, you can no longer use Collaborative Forecasts.

Enterprise Territory Management
Enterprise Territory Management can’t be used with Customizable Forecasts. Enterprise Territory Management and Collaborative Forecasts can both be enabled and used at the same time in your Salesforce organization, but the two features are not currently integrated to work together. Forecast is optional, so you can have TM 2.0 without enabling Collaborative Forecasts.

If you have Territory Management enabled and not sure if you are on Territory Management or Enterprise Territory Management, check this:
1. Territories setup menu
From Classic, navigate to SetupAdminister | Manage Territories, if you see Settings, Territory Types, and Territory Models, you have Enterprise Territory Management enabled. But, if you see Territory Settings and Territory Hierarchy menu, you are using Territory Management.

2. Forecast setup menu
From Classic, navigate to Setup | Customize, if you see Forecasts (Customizable) menu, you have Territory Management enabled. But, if you see Forecast menu, you are using Enterprise Territory Management. If you do not use Forecast at all, you may not see it there.

I'll share further on Territory Management in next blog.