Creating a territory and adding users
A territory is a hierarchical unit that organizes your sales team into groups, for example, a geographic location, a department, or a product line.
The following diagram shows a territory structure that is based on geographic location:
You can create and edit territories, assign operators to territories, and configure read or read/write permissions at the territory level for accounts, leads, and opportunities.
Note: Sales administrators and global sales ops users can view and edit the entire territory structure. Local sales ops operators can view and edit their primary territory and any child territories of that territory.
Each territory has a Hierarchy chart to help users easily access and understand the territory hierarchy.
Territories are grouped by territory dimensions and are visible on the Territory dimensions landing page, as shown in the following figure:
Creating a territory
- Log in to the user portal as a sales administrator or a sales ops user.
- In the navigation pane, click Territory dimensions.
- Click the territory dimension in which you want to create the new territory.
For example, if you are creating a territory named Software, you might want to create it under a territory dimension named Product. - On the territory dimension review page, in the Actions menu, click Add territory.
- Enter a name for the new territory. For example, Software.
- If necessary, change the status of the territory from the default Active to Inactive.
- In the Parent territory list, select the parent territory of the new territory.
For example, for the Software territory, you can select a parent territory named Services. - In the Owner list, select the user who will be the territory owner.
For example, Sophia Anderson. Only the territory owner can make future edits to the territory. - In the Update access permissions section, select the permissions that users in the territory will have in order to access various work objects.
The available options are Read and Read/Write. Select Read/Write access permissions for Account and Lead work objects.Note: Users derive access to the Contact work object based on the account with which the work object is associated, and so you do not specifically select the access permissions for contacts.
- Click Submit.
The new territory is displayed on the Territories tab of the Territory dimension landing page.
The new territory is also displayed when you expand the Territory dimension section of the Territories landing page:
Adding users to a territory
Add users to a territory to enable the users to access work objects, for example, Accounts, Opportunities, and Leads that are associated with the territory.
- In the navigation pane, click Territories.
- Click the name of the territory to which you want to add users. For example, Software.
- Click the Actions button, and then click Manage users.
- In the Manage users dialog box, click Add, and then select a user from the list of users.
Note: You can add the same user to multiple territories.
- Click Submit.
You have reached the end of this topic. You have learned:
- How to create a territory
- How to add users to a territory
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