Pedigree management.
This is the next concept that we are going to discuss in the previous videos we understood about the
different type of sharing settings that are available to us in Salesforce like all WD only hierarchy
sharing settings and all these so these techniques basically help us enable us to share records with
other users.
Right.
So this concept of territory management also falls under that category but basically a very powerful
and efficient tool that we have intense force that enables us to share our contract guards with other
users so that every management is basically an account sharing system which enables us to grant access
to accounts based on some characteristics of the outcomes.
So this is the overall high level concept of territory management sharing accounts with other users
based on some attributes of the outcomes.
Perfect.
So and now that we have got a pretty decent understanding about the definition of territory management
Let's understand a little more about it.
So territory management I the name says what does territory management duties you know managing territory
as simple as that right.
So territory management does nothing with managing a territory perfect.
So when we say managing that territory we should understand what exactly a territory means.
Right.
So when we say territory and Salesforce dumps what does the territory in Salesforce territory means.
A group of accounts and use us so a set of accounts and a set of users that the group group forms a
territory so then they say a set of icons and set of users.
The next question that comes in mind is like visual accounts which are uses her right.
So that criteria and barely is up to every company.
So how they define this territory.
Some organisations again have territories based on location that is postal code.
Some may have based on industry some may have based on revenue some may have based on some custom field
that is relevant to their business.
So like that the criteria for segregating these icons and users is entirely up to every company based
on their business and business needs and what makes sense to them.
So that is a no defined rule like that it has to be based on this criteria Salesforce provides the platform
and it does every year it is up to every organisation to define it ask put their business so based on
that criteria.
Every company would create territories and form a territory hierarchy in fact.
To better understand this we can compare this with a old hierarchy that all is adjust the structure
definition right.
And every company has got its own set of rules and definitions to that and the wonderful is it according
to another rule.
So there are many subdivisions within that so that forms a whole hierarchy which is different from company
to company.
Similarly these territories.
They also differ from company to companies and how the territories are defined and there can be subdivisions
within the territories and all these varies from company to company and that is completely entirely
a bloody business but what what are the criteria.
Be it territory means some set of accounts and some set of uses grouped within that that forms a territory
and we should also note that this concept of category management is part very much effective particularly
for organisations which has a private sharing model in which we may need to grant users access to accounts
based on certain criteria.
That makes sense to them business perfect moving on.
Now let's quickly understand some mob and keep benefits off for category management Yeah.
The first one which I just mentioned you just to expand a private sharing model of the private chatting
model being all in which other users do not have access to at.
So in those gas scenarios like we know we have territory management which allows which enables us to
basically expand our private shedding model and also this territory management it very much a support
frequently changing organisation structures and also while transferring users between territories.
So this is another important point that we need to note.
So when we say a territory has got icons and users it can be like multiple icons and multiple users.
And the other thing is one account can be in multiple territories the same icon can be assigned to multiple
territories.
The same goes with users the same users can be assigned to multiple territories so that doesn't what
does define and so when I use it as a sign to different territories he can generate multiple forecast
for that user based on his territory assignment so he can generate forecast for every territory that
he is assigned to.
So that does call this territory based sales reports.
So this enterprise that management gives us all these key benefits
the next is a miracle.
The first slide.
It is about comparing the Territory management and the enterprise to territory management.
So what we are learning now and what we'll be discussing in detail in the future sessions it will be
the enterprise territory management.
So Enterprise territory management is basically version 2.0 of territory management previously before
winter 2015 we had a territory management 1.0.
And later on.
Now we have enterprise territory management a lot better veteran effective features.
So why don't you be completely understanding and starting about enterprise territory management.
This is a quick view off order all the major differences between them.
The first one as I mentioned that territory management 1.0 was available prior to winter 15 and then
later on the Sandoval's only has enterprise territory management in that territory management hell it
was like I'm in a territory if an account is assigned and also the opportunity owner was assigned then
automatically the opportunity also gets assigned to the territory that does how it was defined.
However in enterprise territory management we have a much better feature that discard less opportunity
territory assignment feature through which we can control that assignment and the category management
1.0 it works with customizable forecasting and the enterprise territory management it works with collaborative
forecasting.
So these are some of the key differences between territory management 1.0 and the enterprise territory
management.
Good.
Now let's focus on enterprise category management.
So this is just a very simple sketch that I've put it for you.
Similar to a royal hierarchy that and we have the rules and then we have other sub rules that according
to those rules.
This is a category hierarchy and there are some key terms that we need to understand why do we do this
enterprise territory management so the first one that we need to understand is the territory model territory
model it represents the complete territory management system for the organization so when they say that
like it represents a complete territory management system.
It includes the Territory hierarchy that we see here and also the list of you offer the parent territories
child territories everything.
So the entire territory management system that is called asset territory market so you know it's like
we can guess.
So in short an organization can have only one active category modern Hobbit but there are two that are
very different states in which a territory model can be when we create a territory model.
Basically it is in the planning state.
And then later on basically in their draft more we can see.
And later on when we have them creating other territories that the hierarchy is fine and review everything
is fine when we are ready to enable it then we can activate the Territory model then it comes in the
active stage the third stage is the archive stage.
This is the stage of a mortgage.
After we archive it and all the processing has completed so one thing that we need to have in mind is
one organisation can have only one active battery market at a time.
The other category models if we have it should either be in the planning stage or it should be in the
Applied state so pedigree modeling represents the complete territory management system.
So distant.
The next time that we are going to understand this territory hierarchy so better be hierarchy.
Basically does not any competent boss such that we create like territory model order territories territory
hierarchy is basically the alignment of territories how their territories are structured.
So that defines the Territory hierarchy.
Perfect.
So now we know what's the Territory model and what's a territory hierarchy.
The next year down that we understand is that territory.
So territory we already discussed the NOI.
Does a group of clones end users based on some criteria.
So maybe in this scenario we can very easily say that the criteria is based on location.
Right.
So they are up there and territories are EMEA a PAC and ANZ and they have a child territories within
them.
So here the criteria is location.
However the criteria is very vast depending on the organization.
Every company can have their own criteria for segregating these icons and uses so territory is basically
the group of outcomes and uses but when we create a territory we are basically we have to give black
attributes for that territory.
One is a territory type and the other is our territory type priority so every territory that we create
has to fall under the category type.
So what does a Category type territory types basically help us manage other territories by some more
give significant characteristics to our organization like basically these are territory types are used
to Florida creating territories and organizing territories.
It only has only that significance for grouping territories maybe like we can have a direct answer or
a partner owns or customer accounts and also these are the Territory types.
So every territory that we create should have a territory type so that is called us territory type.
Basically used to for organizing that territories and the Territory type priority.
So did you type priority means by default actually that are no priorities defined so we can create everyone's
priority system.
Let's say for example we begin say the customer territories.
They have a priority one the partner territories they have a priority too.
So that is also I am completely and fairly a bloody organisation how they have their own territory management
system and how they want the priorities to be defined so these are some of the key terms that we need
to understand before we go ahead enable territory management and create territories in our area.
OK so we need to know about territory Martin territory hierarchy what is the territory territory type
and territory type.
Priority so now that we have a good understanding about these drums and territory management in the
upcoming sessions will enable territory management.
We'll see how we create competence how we create this territory hierarchy and how we use that and sales
force.