{"id":6189,"date":"2022-06-27T02:35:00","date_gmt":"2022-06-27T02:35:00","guid":{"rendered":"https:\/\/nlineaxis.com\/?p=6189"},"modified":"2022-06-29T18:39:40","modified_gmt":"2022-06-29T18:39:40","slug":"what-is-salesforce-enterprise-territory-management","status":"publish","type":"post","link":"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/","title":{"rendered":"What is Salesforce Enterprise Territory Management?"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_79 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#Why_Salesforce_Enterprise_Territory_Management\" >Why Salesforce Enterprise Territory Management?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#Components_of_Salesforce_Enterprise_Territory_Management\" >Components of Salesforce Enterprise Territory Management<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#1_Territory\" >1. Territory<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#2_Territory_Type\" >2. Territory Type<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#3_Territory_Type_Priority\" >3. Territory Type Priority<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#4_Territory_Model\" >4. Territory Model<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#5_Territory_Hierarchy\" >5. Territory Hierarchy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#6_Territory_Model_Status\" >6. Territory Model Status<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/nlineaxis.com\/blog\/what-is-salesforce-enterprise-territory-management\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/nlineaxis.com\/wp-content\/uploads\/2022\/06\/What-is-Salesforce-Enterprise-Territory-Management-1024x576.png\" alt=\"\" class=\"wp-image-6190\" srcset=\"https:\/\/nlineaxis.com\/blog\/wp-content\/uploads\/2022\/06\/What-is-Salesforce-Enterprise-Territory-Management-1024x576.png 1024w, https:\/\/nlineaxis.com\/blog\/wp-content\/uploads\/2022\/06\/What-is-Salesforce-Enterprise-Territory-Management-300x169.png 300w, https:\/\/nlineaxis.com\/blog\/wp-content\/uploads\/2022\/06\/What-is-Salesforce-Enterprise-Territory-Management-768x432.png 768w, https:\/\/nlineaxis.com\/blog\/wp-content\/uploads\/2022\/06\/What-is-Salesforce-Enterprise-Territory-Management-720x405.png 720w, https:\/\/nlineaxis.com\/blog\/wp-content\/uploads\/2022\/06\/What-is-Salesforce-Enterprise-Territory-Management.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Salesforce Enterprise Territory Management gives salespeople access to clients based on zip code, industry, revenue, or a custom parameter. It improves the original Territory Management functionality and provides territory models, territory types, and territory model states as part of the Salesforce platform. Multiple territorial structures and tactics may be constructed and tested using these components before activating and executing the one that works best.\u00a0<\/p>\n\n\n\n<p>Enterprise Territory Management Salesforce also makes charting territory, accounts, and possibilities a lot easier. Custom reports help organize the territorial model for optimal coverage, as well as the evaluation and modification of the model.<\/p>\n\n\n\n<p>The team can utilize Chatter to collaborate on the territorial model\u2019s design and construction. Forecasts can also be determined by territory when utilizing collaborative forecasting.\u00a0<\/p>\n\n\n\n<p>In Enterprise Territory Management, accounts, as well as the opportunities and cases associated with them, are assigned to one or more Salesforce users based on sales areas.<\/p>\n\n\n\n<p>The structure is similar to the Salesforce role hierarchy, with the exception that visibility, authority to edit, and so on are not related to a position like \u201cmanager\u201d and the subordinate \u201cclerk,\u201d but (mostly) to the territory hierarchy assignment.\u00a0<\/p>\n\n\n\n<p>An account can be allocated to many regions regardless of their hierarchical status. Similarly, a user can be allocated to multiple areas, making Enterprise Territory Management a very versatile authorization solution (comparable to authorization sets).\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Salesforce_Enterprise_Territory_Management\"><\/span>Why Salesforce Enterprise Territory Management?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Territory management has the potential to improve sales team morale, enhance sales, expand the customer base, and foster team togetherness.<\/p>\n\n\n\n<p>It is crucial to build a well-balanced sales territory. Two things can happen when a sales territory is imbalanced; When a region is underserved, the sales team or vendor is few and far between, resulting in sub-optimal activity levels. Because they are overburdened, territory managers follow up on too few leads, identify too few prospects, and spend too little time with clients. Customers will go to the competitors, resulting in a loss of sales.<\/p>\n\n\n\n<p>When the sales team has too little work and too many team members handling a limited region, it is referred to as overserving an area. This raises total expenses and pricing, resulting in fewer sales. In addition, valuable resources are not utilized in more vital areas. This might lead to shortages in other regions.\u00a0\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Components_of_Salesforce_Enterprise_Territory_Management\"><\/span>Components of Salesforce Enterprise Territory Management<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Mentioned below are the components that make up the Enterprise Territory Management Salesforce:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Territory\"><\/span>1. Territory<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Account groups, and sales professionals that deal with those accounts are organized by Territory. Territory types are used to build regions.\u00a0\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Territory_Type\"><\/span>2. Territory Type<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>This allows you to organize areas by a common denominator, such as core vs. overlay employees or named accounts vs. geographic regions. A region type is assigned to each newly established region.<\/p>\n\n\n\n<p>The only purpose of territory type is to organize and create territories. In territorial model hierarchies, they are not visible.\u00a0\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Territory_Type_Priority\"><\/span>3. Territory Type Priority<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Helps in picking the right territory type for newly created or changed territory; a custom priority scheme may be built here.<\/p>\n\n\n\n<p>For example, 001 might denote the greatest or lowest priority of a region type. It is critical to determine the scheme scales when new area types are introduced.\u00a0\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Territory_Model\"><\/span>4. Territory Model<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>A company\u2019s comprehensive territory management system. Multiple territorial structures and various account and user mappings can be developed and previewed using the model builder before activating the model that is judged ideal.<\/p>\n\n\n\n<p>The amount of territory models that may be developed in both production and sandbox is determined by the Salesforce edition.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Territory_Hierarchy\"><\/span>5. Territory Hierarchy<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Displays a model\u2019s region structure and is used to interact with it. Creating, updating, and removing regions all begin with the hierarchy. It is also possible to use the hierarchy to execute region mapping rules and look at more information on region detail pages.<\/p>\n\n\n\n<p>The hierarchy can also be used to assign regions to opportunities, archive or activate models, and implement model-level assignment rules. Furthermore, the territory hierarchy in the active territory model determines the forecast hierarchy for territory forecasts.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Territory_Model_Status\"><\/span>6. Territory Model Status<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Indicates whether a territory is in the planning stage, is in use or has been archived. You can only have one active territorial model at a time, but you may construct and preserve numerous models in the planning or archived phases for later use or as a reference. The active territory model is used to forecast regions.\u00a0<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>Salesforce Enterprise Territory Management allows those in charge to construct location-based hierarchies. On the one hand, this makes it easy to see which staff at different locations have particular duties. Those in charge, on the other hand, look at how much money each site brings in. Developers may test how the newly constructed corporate hierarchy affects business operations in advance.\u00a0\u00a0<\/p>\n\n\n\n<p>Users can have a complete overview of the activities being done at many corporate sites using <a href=\"https:\/\/nlineaxis.com\/contact-us\/\">Enterprise Territory Management Salesforce<\/a>. This allows regional teams to be compared to one another, making it easier to spot and fix inefficient business processes. Because the new structure promotes internal rivalry, the system also enhances staff motivation, resulting in increased sales and profitability.\u00a0\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce Enterprise Territory Management gives salespeople access to clients based on zip code, industry, revenue, or a custom parameter. It improves the original Territory Management functionality and provides territory models, territory types, and territory model states as part of the Salesforce platform. Multiple territorial structures and tactics may be constructed and tested using these components [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":6190,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,38],"tags":[145,165,166],"class_list":["post-6189","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-development","category-salesforce","tag-salesforce-consultancy","tag-salesforce-development","tag-salesforce-enterprise-territory-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What is Salesforce Enterprise Territory Management?<\/title>\n<meta name=\"description\" content=\"Salesforce Enterprise Territory Management allows those in charge to construct location-based hierarchies.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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