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vinod kumarvinod kumar 

What is territory management?

Hi all, can anybody please tell me what is territory management? What is the difference between role hierarchy and territory hierarchy?
Srikanth GoatiSrikanth Goati
Vinod,

s postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these diverse categories of accounts. Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases.

Note
Account ownership and its effect on record sharing remains valid and unchanged when territory management is in use.
Key benefits of territory management include:
  • The ability to use account criteria to expand a private sharing model.
  • Support for complex and frequently changed sales organization structures.
  • Support for transferring users between territories, with the option to retain opportunities.
  • Multiple forecasts per user, based on territory membership.
  • Territory-based sales reports.
Note
Territory management only affects accounts and the standard objects that have a master-detail relationship to accounts. For example, opportunities are included in territory management but leads are not.

What is a Territory?

A territory is a flexible collection of accounts and users where the users have at least read access to the accounts, regardless of who owns the account. By configuring territory settings, users in a territory can be granted read, read/write, or owner-like access (that is, the ability to view, edit, transfer, and delete records) to the accounts in that territory. Both accounts and users can exist in multiple territories. You can manually add accounts to territories, or you can define account assignment rules that assign accounts to territories for you.

Not only can you control access to accounts for users in each territory, you can also control users’ access to the opportunities and cases associated with the accounts in the territory, regardless of who owns the records. For more information, see Territory Fields.

What is a Territory Hierarchy?

Territories exist in a hierarchy which you can set up with as many nested levels as you wish. For example, you could create a top-level territory named “Worldwide Sales” that has the child territories “North America,” “Europe/Middle East,” “Latin America,” “Africa,” and “Asia/Australia.” “North America” might have the child territories “Canada” and “United States.“ “United States” might have the child territories “Western,” “Central,” “Southern,” and “Eastern.” Finally, “Western” might have the child territories “California,” “Oregon,” “Washington,” “Nevada,” “Arizona,” and “Utah.”

Note that territory hierarchies do not have to be focused on geography; they can be defined however you like. For more information, see Building Your Territory Hierarchy.

How Do Territories Affect Forecasting?

When you enable territory management for your organization, your forecast data is derived from the opportunities that are associated with the accounts in your territories. Users will have a different forecast for each territory to which they are assigned. For example, if you are assigned to both “California” and “Arizona,” you will have one forecast for the opportunities you have in “California,” and another forecast for the opportunities you have in “Arizona.” See Viewing Customizable Forecasts.


---srikanth