Back to Browse

Automating with Territory Management

14.8K views
Oct 31, 2021
39:41

Tucked away in every Salesforce org, in a slightly dusty corner, is a powerful feature that allows admins to align Accounts & Opportunities with Territories. While incredibly useful, it seems many admins and users are unfamiliar with the tool. To help bring ETM to the masses, we'll touch on Enterprise Territory Management basics & principals before jumping into the good stuff - using Flow, CMDT, and some other toys to automate Account Ownership, assigning of Account Teams, and few other tricks to conquer complicated territorial use cases.

Download

0 formats

No download links available.

Automating with Territory Management | NatokHD