Creating business territories

1 Tâche

10 mins

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

Débutant

Anglais

Scénario

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.

Présentation du défi

Détail des tâches

1 Create the territory hierarchy for Australia

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.
On the left, in the Navigation panel, click Territories.
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
Click Submit to add the territory record.
Repeat steps 3 and 4 for Queensland.
1. Name: Queensland
2. Status: Active
3. Parent territory: Australia
4. Forecast manager: Terry Mason
Repeat steps 3 and 4 for Victoria.
1. Name: Victoria
2. Status: Active
3. Parent territory: Australia
4. Forecast manager: Terry Mason

Disponible dans la mission suivante :

Sales Automation Low-Code Developer v9

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