Manage Account Access with Salesforce Territory Management

Manage Account Access with Salesforce Territory Management | Pluralsight
English | Size: 124.31 MB
Genre: eLearning

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.