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概要と使いどころ

Requirements for a Salesforce Enterprise Territory Management (ETM) territory design: alignment criteria, coverage model selection, assignment rule logic, hierarchy depth and breadth, and user-to-territory ratios. Trigger keywords: territory design, territory alignment, territory model requirements, sales coverage model, territory criteria, geographic territory, named account territory, overlay territory. NOT for ETM setup steps — use admin/enterprise-territory-management. NOT for loading territory assignment data — use data/territory-data-alignment. Trigger keywords: territory design questionnaire, territory requirements document, assignment rule matrix, territory type priority, realignment plan, territory access level decision, accountAccessLevel, opportunityAccessLevel, ObjectTerritory2Association, UserTerritory2Association, Planning state model, territory acceptance tests.

日本語の概要は準備中です。原文の説明を表示しています。

PranavNagrecha/AwesomeSalesforceSkills192026年10月4日 更新