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Enterprise Territory Management with Collaborative Forecasts

Publiceringsdatum: Jul 6, 2026
Beskrivning

How to make Enterprise Territory Management and Collaborative Forecasts work together.

Enterprise Territory Management (ETM) and Collaborative Forecasts in Salesforce can be integrated to generate territory-based forecast rollups. When both features are enabled and configured together, Salesforce Sales Cloud allows forecast managers to view and adjust forecasts that are organized by territory hierarchy rather than by a standard user role hierarchy. This is particularly useful for organizations that use complex territory structures to manage their sales pipeline. This article covers the steps required to enable and integrate both features.

Lösning

Step 1: Enable Enterprise Territory Management

  • Go to Setup > Territory Management > Enable Enterprise Territory Management.

Step 2: Enable Collaborative Forecasts

  • In Setup, under Forecasts Settings, select 'Enable Territory Forecasts' to link territory hierarchy to your forecast rollups."

Step 3: Configure Territory Forecasts

  • In Setup, under Forecasts Settings, select 'Enable Territory Forecasts' to link territory hierarchy to your forecast rollups.

Knowledge-artikelnummer

000387713

 
Laddar
Salesforce Help | Article