Territory Hierarchy Flashcards Preview

CTA - Sharing, Visibility & Security > Territory Hierarchy > Flashcards

Flashcards in Territory Hierarchy Deck (3)
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1

Which objects support Territory Management?

  • Account, opportunity and master/detail children of account and opportunity.
  • As a best practice, keep territory hierarchy no more than 10 levels of branches.  

2

Under what scenarios does sharing recalculation happen?

  • If assignment rules are changed, sharing rules using that territory as a source will be recalculated.
  • When Territory membership change, any OBS using Territory as a source will be recalculated.

3

Use Cases?

 

Describe use cases for Territory management?

  • Multiple groups of people (multiple teams) require either read-only or read/write access to accounts.
  • An additional hierarchical structure (different from the role hierarchy) is needed.
  • A single user needs to hold multiple levels in the hierarchy.
  • Global users (GAM – global account manager) need to see everything from the global account downward.