Territory Management: Accounts relationship diagram Territory Management: Accounts relationship diagram
|Knowledge Article Number||000025260|
|Description||Territory Management: Accounts relationship diagram|
The Diagram below explains the relationship between the Account object and Territory. Account records appear to have a Territory field, but it is not a true field at all. It is more like a related list of Territories this Account is in. But what does it really mean for an Account to be in a Territory?
Territory Assignment first refers to the Group table.
The Group Table contains:
Then the Group table checks the Share table.
The Share Table then refers to the Account table and this is how Territory Assignment and ultimately Territory permissions - is applied to the Account record.
This is all true for Opportunities as well, although restricted to maximum of one Territory.
The Diagram also explains the relationship between the Territory table and the variables that defines a Territory. The Account Territory Assignment Rule table defines the name of the Territory Rule, which is a collection of the Account Territory Assignment Rule Item.
Account Territory Assignment Rule Item defines each line item within the Account Territory Assignment Rule; e.g., State | Equals | California.