Manage Account Access with Salesforce Territory Management

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Sara Morgan Nettles

46:20

23 View

01. Course Overview

01. Course Overview.mp4

01:42

02. Understanding Salesforce Enterprise Territory Management

02. Welcome to the Series.mp4

02:20

03. Territory Management Overview.mp4

02:22

04. Territory Management Basics.mp4

03:15

03. Working with Salesforce Territory Models

05. Work with Private Sharing Models.mp4

01:51

06. Enable Territory Management.mp4

04:31

07. Create a Territory Type.mp4

01:33

08. Create a Territory Model.mp4

02:00

09. Build a Territory Hierarchy.mp4

02:32

10. Work with Collaborative Forecasts.mp4

04:01

04. Managing Salesforce Territory Assignments

11. Territory Assignment Basics.mp4

03:29

12. View and Manage Assignment Rules.mp4

04:21

13. Create Assignment Rule.mp4

02:36

14. Manually Assign Accounts.mp4

02:00

15. Assign Users.mp4

01:26

16. Run Assignment Rules.mp4

03:54

17. Key Course Takeaways.mp4

02:27

Description

This course will help you prepare for the Salesforce Certified Sharing and Visibility Designer exam. Using a real-world scenario involving a global company you will learn how to manage account ownership using Enterprise Territory Management.

What You'll Learn?

If you have been following along with this path, then you know that it is now time to complete the Salesforce sharing model and set up Territory Management. In this course, Manage Account Access with Salesforce Territory Management, you will learn how to successfully set up a Territory model for a Salesforce organization. First, you will learn about what Enterprise Territory Management is and the benefits it provides. Next, you will learn how to create a model, along with territories and user roles. And finally, you will find out how to add users to territories and run assignment rules that impact your record sharing model. By the end of this course, you will know how to set up Enterprise Territory Management and manage territory assignments in your Salesforce organization.

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Salesforce Lightning

Salesforce Development

Salesforce

Sara Morgan Nettles

Instructor's Courses

Sara Morgan Nettles is a Certified Salesforce Platform II developer, who began her software development career twenty years ago working primarily with Microsoft technologies. She now focuses on sharing her knowledge of developing modern web applications on the Salesforce platform. She has authored numerous books and articles, as well as being a regular speaker at Dreamforce.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.