Enterprise Territory management 2.0 in Salesforce Part 2 ||
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- Опубликовано: 11 сен 2024
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Thanks for the explanation.
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.
excellent Panther
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.
Correct
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?
Can we use territory mangement for custom objects or it is applicable only for standard objects.
It's only applicable for standard object. If you want to implement for custom object then you need to customize it
@@sfdcpanther ok, thanks a lot
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
Very poor sound. I barely could hear the speaker.
You should use the earphone. It will sound better and clear.