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Bird’s-Eye View of Planning and Managing Territories
Design territory models that align with leadership goals, promote equitable opportunities, and motivate sales teams by using Territory Planning. Then fine-tune account access and reflect leadership changes based on the hierarchy that you establish with Sales Territories.
Discover Territories Planning and Managing Territories Trailhead: Territory Design and Management: Quick Look Trailhead: Salesforce Maps Territory Planning Trailhead: Plan Your Territories the Salesforce Way Resource Center: Sales Territory Mapping: How to Design and Optimize Your Plan |
Set Up Features Enterprise Territory Management Implementation Guide |
Design a Territory Model |
Assign Work to Your Team Create Rules to Assign Accounts to Territories Add Assignment Rules to Territories Assigning Units Based on Rules and Criteria |
Activate Your Territory Model Video: Publish from Territory Planning to Enterprise Territory Management Publish Alignments to Enterprise Territory Management |
Fine-Tune Territories |
