This is phenomenal, I can't thank you enough! It's so hard to believe this was the first Ladies Be Architects study group, as it's so incredibly well presented without any technical difficulties - you must be magic!
Hi Gemma, As always, thank you for sharing your journey, milestones, and expertise. I noted around 9:00 in you stated Collaborative Forecasting does not work with Enterprise Territory Management. It is, as I understand it, the opposite. Enterprise Territory Management ONLY works with Collaborative Forecasting. Of course, with the Original Territory Management being retired in the Summer '21 Release, this will be a mute issue soon.
Great Video Gemma. How do you control the amount of accounts a Sales Rep receives? And do the accounts rotate or sit with that rep? Do you have a link to an article that explains this.
Gemma, nice video. I just don't understand yet what is the use of the concept of territory type and especially the priority on it. Do you have a good example or article where this is explained in more detail
Hi Gemma, I am thinking to enable territory management in my organisation saleaforce. I have a question: I dont want territories to be based on location but based on the type of account for eg. Machine intelligence accounts , AI accounts etc. Is that possible? Thanks, Richa Sharma
Yes of Richa, in when you are setting up the rules for the territory you decide what field or combination of fields on the account record is being used to determine what territory it is assigned to.
This is phenomenal, I can't thank you enough! It's so hard to believe this was the first Ladies Be Architects study group, as it's so incredibly well presented without any technical difficulties - you must be magic!
Hi Gemma, As always, thank you for sharing your journey, milestones, and expertise. I noted around 9:00 in you stated Collaborative Forecasting does not work with Enterprise Territory Management. It is, as I understand it, the opposite. Enterprise Territory Management ONLY works with Collaborative Forecasting. Of course, with the Original Territory Management being retired in the Summer '21 Release, this will be a mute issue soon.
Haa ha...I was just checking if someone else spotted that error
Your video was very useful. I am preparing for Advanced Admin and this is helpful
Thanks Gemma, Appreciate you made this video and uploaded. Quite informative and on points. Cheers .
Hi Gemma, would you be kind to share the links at 32:00 into the video description? Thanks in advance
Great Video Gemma. How do you control the amount of accounts a Sales Rep receives? And do the accounts rotate or sit with that rep? Do you have a link to an article that explains this.
Amazing! Thank you so much for this !
Thank you for this Gemma!
Gemma, nice video. I just don't understand yet what is the use of the concept of territory type and especially the priority on it. Do you have a good example or article where this is explained in more detail
Thanks Gemma! This is so useful
I need a link of the page where I can see the territory management decision tree as I don't find it anywhere
Thank you so much
You’re welcome
I am studying for my Advanced Admin Cert. This video appears to be a good overview for this section. Would that be correct?
Absolutely - many of these topics bridge across multiple exams, so if this is helpful to you, we're really pleased to get you there!
Kindly paste all the resources link in comments section so that we can read them
Hi Gemma, I am thinking to enable territory management in my organisation saleaforce.
I have a question: I dont want territories to be based on location but based on the type of account for eg. Machine intelligence accounts , AI accounts etc. Is that possible?
Thanks,
Richa Sharma
Yes of Richa, in when you are setting up the rules for the territory you decide what field or combination of fields on the account record is being used to determine what territory it is assigned to.
Good video :)
Thank you
Reading out knowledge articles..and making errors while doing that...