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            Managing Users and Roles Within Territories

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            Managing Users and Roles Within Territories

            Control access to accounts and leads when you assign users or roles to territories. And determine your reps’ compensation based on the dates that they serve in their assigned territories using reports.

            Required Editions

            Available in: Salesforce Classic for some features and Lightning Experience for all features
            Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales
            • Specify Teammates Who Can Administer Territories
              Designate team members who can administer specific territories and their descendants within Sales Territories.
            • Assign Users to Territories
              Give users access to records within the territories where they sell your company’s products and services. Assigned users get access to records after you change the model’s state from Planning to Active.
            • Define a Picklist for Territory User Roles
              Specify which roles apply to users assigned to territories. Roles appear in the Role in Territory picklist for territory models in Active and Planning states.
            • Assign Territory Roles to Users
              Assign territory roles to identify the roles of users within territories.
            • Identify Users in Territories Assigned to Accounts
              Find out who has access to accounts directly in account detail pages.
            • Identify Territory Users by Territory Role
              Track user functions within territories by creating territory roles and assigning them to territory users as needed. For example, create roles such as Territory Owner, Sales Manager, Product Specialist, or Sales Representative. Users can even have different roles in different territories.
            • Show Your Reps Other Users Assigned to Their Leads’ Territories
              Increase the chances of your sales reps engaging prospects when they work with teammates on leads. Set up leads so that ones assigned to territories through Sales Territories show any teammates also assigned to those territories.
            • Track Historical User Assignments in Territories
              Determine compensation for reps based on user assignment start and end dates within territories by using a custom report type that you set up. This historical data gives sales managers more insight to accurately conduct sales planning, compensate reps fairly, and review performance analysis.
             
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