Creating business territories

1 Tarea

10 minutos

Pega Sales Automation '25

Pega Sales Automation '24.2 Pega Sales Automation '24.1 Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5 Pega Sales Automation 8.4

Visible para: All users Applies to: Pega Sales Automation '25

Principiante

Inglés

Escenario

Your business is opening a new branch in Australia. An Australian territory needs to be added, and local business territories need to be created using the following territory hierarchy: Global will be the parent territory for Australia, and Australia will be the parent territory for Queensland and Victoria. Susan Kendall will manage Australia and Terry Mason will manage Queensland and Victoria.

Use the following credentials to log in to the exercise system:

Role	User name	Password
System operations	SFASampleSalesOps	rules
Sales representative	Tmason	rules

Your assignment consists of the following tasks:

Task 1: Create the territory hierarchy for Australia.

Task 2: Confirm your work.

 

Debe iniciar su propia instancia de Pega para completar este Reto.

La inicialización puede demorar hasta 5 minutos. Le pedimos que tenga paciencia.

• Iniciar sesión

Recorrido del Reto

Tareas detalladas

1 Create the territory hierarchy for Australia

1. Log in to your exercise system as sales operations user.
   1. In the User name field, enter SFASampleSalesOps.
   2. In the Password field, enter rules.
2. On the left, in the Navigation panel, click Territories.
3. On the Territories landing page, click + Add territory, and then enter the following information.
   1. Name: Australia
   2. Status: Active
   3. Parent territory: Global
   4. Forecast manager: Susan Kendall
4. Click Submit to add the territory record.
5. Repeat steps 3 and 4 for Queensland.
   1. Name: Queensland
   2. Status: Active
   3. Parent territory: Australia
   4. Forecast manager: Terry Mason
6. Repeat steps 3 and 4 for Victoria.
   1. Name: Victoria
   2. Status: Active
   3. Parent territory: Australia
   4. Forecast manager: Terry Mason

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Disponible en la siguiente misión:

• Sales Automation Low-Code Developer v9