Setting up the territory structure for the sales team
To set up a territory structure that allows access based on hierarchy, begin by identifying the various categories of territories, also known as territory dimensions, that are relevant to your business. These can include geographical regions, product lines, customer types, or other groupings that make sense for your organization.
After you determine your territory dimensions, specify the parent territories for each dimension. For example, if you use geographical regions as a territory dimension, you might have parent territories such as North America, Europe, and Asia.
Next, create individual territories within each region and assign them to the appropriate parent territory. For example, you can have territories such as the United States, Canada, and Mexico within the North America region.
To complete the setup of the territory structure, you should assign operators to each territory. These operators can be individual users or groups of users with access to work objects associated with their assigned territories.
As a best practice, associate work objects with the appropriate territories, such as accounts, opportunities, leads, and other relevant data. As a result, users can only access the work objects relevant to their specific territories.
Set up the Access Rules based on the territory hierarchy, such as allowing users to access work objects within their assigned territories and any child territories but not any parent territories or unrelated territories.
By implementing a territory structure, you can ensure that users have access to the data they need to perform their jobs effectively while maintaining appropriate levels of security and data privacy. The structure can help improve efficiency and productivity and reduce the risk of errors and data breaches.
You have reached the end of this topic. You have learned:
- How to set up a territory structure for your sales team.
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