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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (13 chapters)
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Configuring Enterprise Territory Management


You can use Enterprise Territory Management to manage and maintain your sales territories in Salesforce. First, create territory types, build a model, and then finally add and test your account assignment rules. When you're done with your model, activate it, and then assign users and accounts.

Enabling Enterprise Territory Management

Following the  Winter '15 release, Enterprise Territory Management is ready to be enabled by Salesforce administrators in new organizations. Organizations that were created before the Winter '15 release need to call Salesforce support to enable the feature. It is not possible to enable Enterprise Territory Management in existing organizations that have customizable forecasting enabled.

Enterprise Territory Management is available in Salesforce Classic only. To enable Enterprise Territory Management, follow the steps given as follows:

  1. In the Salesforce Classic view, click on Setup  Administer  Manage Territories ...

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