In the previous session we understood about the enterprise territory management.
The overall concept of enterprise territory management where it applies how it applies.
Basically we know that do not use it for maintaining the managing and maintaining our sales strategies
and sales force and also be understood about some key items involved in it.
Knowing the session and in the forthcoming sessions Let's go figure out other category management.
So far clients are getting this category management will start with enabling the feature first and foremost
step is to enable the feature of enterprise territory management and sales force.
Then once we enable we'll be moving over that three more.
So building our territory model involves first like creating art that is very modern using our category
type and also defining a territory type priority.
And then we'll be creating territories and then a territory hierarchy.
So debtor to hierarchy is basically the structure with the bat and it out a bit in third category child
categories sibling territories.
So all those territories will be created we'll be creating that structure which forms that category
hierarchy and once that is done we'll also be understanding and creating some account assignment rules
basically rules which are used to automatically assign a common stock territories.
We'll also understand about how do we assign the users to territories and then how to be collaborative
them using chapter.
And finally once the entire set up is done we'll be activating our territory Martin end up on top of
it.
We also understand about the opportunity territory assignment filter.
So these are all the various segments that we'll be learning for configuring the enterprise territory
management.
So step one.
Now let's understand how do we enable enterprise territory management so before we jumping to our sales
force I'm going to enable that have one thing in mind.
It is available only for organisations are created after a rough winter 15 release for organisations
created before that.
This feature will not be available and you need to contact the full support to have it enabled.
And also we know that enterprise category management works with collaborative forecasting.
So if your organisation has gotta customizable forecasting then enterprise territory management cannot
be in a loop.
All right.
Perfect.
So now let's go to our stencils on and enabling enterprise territory management feature so this is about
was a developer org look for a territories.
You'll see options like manage territories and you'll see settings below that go for settings.
So this is what do you have so far enabling enterprise category management.
Hit this button and also yes please do read this
once you hit that button then you have the settings and the settings what do you see you'll see the
default access levels and you'll see the opportunity territory assignment.
All right.
So what does this we know that a territory is basically a group of accounts and use us.
All right.
So the users in the Territory will have at least a read access to the accounts.
So this is something we already know.
And now you see here opportunity end cases.
So there is a concept that is directly linked with accounts because it does not account sharing system
on top of Oak Island territories also provide access to those standard objects that are related to icons
in a master detailed relationship.
So I repeat please have this in mind.
It also impacts the access to records of standard objects related to accounts in a master detailed relationship.
So that is the reason we have opportunity here but not least.
All right.
So the users in the Territory will automatically have at least a read access to account and also have
access to the related opportunities and cases and that he had redefined the default access level.
However this doesn't apply to all the territories because you can set the access level separately for
different or better days later on.
But this is just the default already so that does weigh up those opportunities and cases are listed
here.
And as you can see users in the territories can have a view access.
All right that is no option of having more access.
But here for opportunities and cases we have no access but that option is an artist and icons because
the users will have at least read access to all the accounts.
So it is it is up to the business to decide whether they have you or view any.
Did you or did transfer delete.
Similarly for opportunity or tunnel access view and view and for cases.
All right so depending upon the business we'll be setting this up.
And the users of the Territory will have access based on the setup up game.
This is only the default access level which can be modified dedicated 311 literal perfect.
Now next comes the opportunity to the assignment this feature of opportunity that a dream assignment
is basically used to for assigning opportunities to territories and for that aid it runs in Apex class
behind that.
So for this for enabling this feature what we need to do is we need to create that apex class with that
logic and then us and assign that apex class here and enable the feature he had.
We also have an option that we can select this by selecting it automatically when opportunities are
created.
This is the best opportunity that assignment job.
So let's not enable it for the time being.
And once we are done with the settings keep the save button
perfect your settings have been successfully saved.
So now that we have successfully enabled enterprise territory management now that we have enabled it
let's move on and understand how to build it.
Edit remodeled.