Enterprise Territory management 2.0 in Salesforce Part 2 ||

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  • Опубликовано: 11 сен 2024
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Комментарии • 12

  • @BasedTeeth
    @BasedTeeth 7 месяцев назад

    Thanks for the explanation.

  • @kingduytan
    @kingduytan 8 месяцев назад

    Couple of years late, but PostalCode is string, not number, so greater/lesser doesn’t work as you expected. Probably that’s why the rule wasn’t working.

  • @anilkumarsahu8546
    @anilkumarsahu8546 11 месяцев назад

    excellent Panther

  • @mohammedaltaherhamada802
    @mohammedaltaherhamada802 3 года назад +1

    The problem with the Account, that you set in Golden Account rule the annual revenue to greater that 10k and your account was set to 1200.

  • @keyurnandaniya6795
    @keyurnandaniya6795 3 года назад

    Hey SFDCPanther, I have one query what if we do not assign any rule to parent Territory where we have user assigned and assign rule to child territory. Example if I assign user at Northern California Territory and Apply rule to its child i.e. Child Northern California.; on which basis Account will be shared?

  • @Aanand_mt
    @Aanand_mt 2 года назад

    Can we use territory mangement for custom objects or it is applicable only for standard objects.

    • @sfdcpanther
      @sfdcpanther  2 года назад +2

      It's only applicable for standard object. If you want to implement for custom object then you need to customize it

    • @Aanand_mt
      @Aanand_mt 2 года назад

      @@sfdcpanther ok, thanks a lot

  • @shivananda8796
    @shivananda8796 Год назад

    Doubt: Didn't understand use of Priority in the Territory Type. Observations: 1)The assignment rules run in AND logic 2) If there are no assignment rules for a territory, then that territory wont be assigned

  • @antiquesconsultancy
    @antiquesconsultancy 3 года назад +1

    Very poor sound. I barely could hear the speaker.

    • @mayankpandey358
      @mayankpandey358 3 года назад

      You should use the earphone. It will sound better and clear.