{"id":6777,"date":"2019-02-11T22:45:11","date_gmt":"2019-02-12T03:45:11","guid":{"rendered":"https:\/\/www.jitendrazaa.com\/blog\/?p=6777"},"modified":"2019-02-24T10:44:10","modified_gmt":"2019-02-24T15:44:10","slug":"enterprise-territory-management-key-notes","status":"publish","type":"post","link":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/enterprise-territory-management-key-notes\/","title":{"rendered":"Enterprise Territory Management &#8211; Key Notes"},"content":{"rendered":"\n<ul class=\"justify wp-block-list\"><li>Enterprise Territory management is used to share Account and its related opportunity and Cases.<\/li><li>Account can have multiple Territories.<\/li><li>User can have multiple Territories<\/li><li>Opportunity can have only 1 Territory. Think about it &#8211; If Opportunity allowed to have multiple Territory, how revenue would be split between multiple Territory and what would be business rules ?<\/li><li>Territory enables &#8220;My Territories&#8221; and &#8220;My Team&#8217;s Territory&#8221; filter in Account and Opportunity list View.<\/li><li>While creating Territory, we can decide access to Account, Opportunity and Case. Depending on OWD, access can be private, read only and read write.<\/li><li>Enterprise Territory Management does not support overlay forecast unlike Roles. However we can create report on Opportunity split object.<\/li><li>Overlay forecast (Revenue sharing) is not supported because Opportunity can have only one territory and therefore only 1 revenue maker.<\/li><li>Maximum Territory that can be defined is around 99k unlike maximum role 10k.<\/li><li>Custom Field (but not lookup) can be created in Territory2 object.<\/li><li>Territory related list appears on user and Account records.<\/li><li>You cannot create lookup to Territory objects.<\/li><li>Territory to Opportunity can be assigned using Apex class plugin<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Enable Territory based Forecast<\/h2>\n\n\n\n<ol class=\"justify wp-block-list\"><li>Mark user as &#8220;Allowed Forecast&#8221;<\/li><li>Add user as Territory Team member<\/li><li>Add user as Forecast Manager in Territory<\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Apex Based Sharing of Opportunity using Territory<\/h2>\n\n\n\n<p class=\"justify\">For <a href=\"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/apex-based-sharing-in-salesforce\/\">Apex based sharing<\/a>, we use user of public group Id to share record. If we want to share Opportunity using Territory then there is quick code for that. If we click on manual share button on Opportunity, it will show an option to choose between user, public group, territory and territory with subordinates. <\/p>\n\n\n\n<p class=\"justify\">There is no clear documentation, but what I found that when we share using Territory, <strong>Salesforce internally creates public group for that territory <\/strong>and assigns that public group to Opportunity.<\/p>\n\n\n\n<p class=\"justify\">So, first step is to find public group created for territory. Below code showcase how it can be done.<\/p>\n\n\n\n<script src=\"https:\/\/gist.github.com\/JitendraZaa\/f973e500b6ee5e83995c367b7e1a54a8.js\"><\/script>\n\n\n\n<p><strong>References :<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.object_reference.meta\/object_reference\/sforce_api_objects_opportunityshare.htm\">OpportunityShare<\/a> object reference<\/li><li><a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.apexcode.meta\/apexcode\/apex_bulk_sharing_understanding.htm\">Understanding<\/a> Sharing<\/li><li><a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.apexcode.meta\/apexcode\/apex_bulk_sharing_creating_with_apex.htm\">Sharing records<\/a> using Apex<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>How to use Apex based sharing to share opportunity using Territories<\/p>\n","protected":false},"author":1,"featured_media":6778,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"jz_research_post":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[9],"tags":[463,104,426],"class_list":["post-6777","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-apex-sharing","tag-forecast","tag-territory-management"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2019\/02\/Territory-Management-Data-Model.png?fit=1160%2C760&ssl=1","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":6274,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/enterprise-territory-management-auto-account-assignment-using-apex\/","url_meta":{"origin":6777,"position":0},"title":"Enterprise Territory Management &#8211; Auto Account Assignment using Apex","author":"Jitendra","date":"September 22, 2017","format":false,"excerpt":"Use Apex code to auto assign Accounts on basis of Enterprise Territory Assignment rules","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Enterprise Territory - Auto Account Assignment using Apex","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/09\/Enterprise-Territory-Auto-Account-Assignment-using-Apex.jpg?fit=900%2C600&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/09\/Enterprise-Territory-Auto-Account-Assignment-using-Apex.jpg?fit=900%2C600&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/09\/Enterprise-Territory-Auto-Account-Assignment-using-Apex.jpg?fit=900%2C600&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/09\/Enterprise-Territory-Auto-Account-Assignment-using-Apex.jpg?fit=900%2C600&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":31119,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-mobile-offline-complete-guide-2026-briefcase-2\/","url_meta":{"origin":6777,"position":1},"title":"Salesforce Mobile Offline Complete Guide 2026 | Briefcase Builder, LWC Offline &amp; Best Practices","author":"Jitendra Zaa","date":"January 15, 2026","format":false,"excerpt":"Master Salesforce Mobile Offline in 2026: Complete guide covering Briefcase Builder, LWC Offline, Mobile App Plus, data priming, sync, and governor limits. Learn offline architecture, conflict resolution, and best practices with official Salesforce sources.","rel":"","context":"In &quot;Experience&quot;","block_context":{"text":"Experience","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/experience\/"},"img":{"alt_text":"Salesforce Mobile Offline Complete Guide 2026 - Featured Image","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2026\/01\/Salesforce-Mobile-Offline-Complete-Guide-featured.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5949,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/state-country-picklist-in-salesforce-supporting-alpha-3-iso-code\/","url_meta":{"origin":6777,"position":2},"title":"State &#038; Country picklist in Salesforce supporting Alpha-3 ISO code","author":"Jitendra","date":"March 22, 2017","format":false,"excerpt":"How to use Integration Value in State & Country picklist in Salesforce","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"State & Country Picklist in Salesforce","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/03\/State-Country-Picklist-in-Salesforce-1024x299.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/03\/State-Country-Picklist-in-Salesforce-1024x299.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/03\/State-Country-Picklist-in-Salesforce-1024x299.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2017\/03\/State-Country-Picklist-in-Salesforce-1024x299.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":26188,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-cpq-what-the-future-holds-when-rlm-is-on-horizon\/","url_meta":{"origin":6777,"position":3},"title":"Salesforce CPQ &#8211; What The Future Holds When RLM is on Horizon","author":"Jitendra","date":"December 28, 2024","format":false,"excerpt":"Salesforce CPQ is a solution for managing complex product configurations and pricing, integrating seamlessly with Salesforce environments. Key features include Product Bundles, Configuration Attributes, and Multi-Dimensional Quoting (MDQ). With the advent of Revenue Lifecycle Management (RLM), CPQ's functionality is evolving to address subscription models and enhance revenue management efficiency.","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce CPQ","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2024\/12\/Salesforce-CPQ.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2024\/12\/Salesforce-CPQ.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2024\/12\/Salesforce-CPQ.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2024\/12\/Salesforce-CPQ.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2024\/12\/Salesforce-CPQ.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":1305,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/salesforce-interview-questions-part-3\/","url_meta":{"origin":6777,"position":4},"title":"Salesforce Interview Questions \u2013 Part 3","author":"Jitendra","date":"October 12, 2010","format":false,"excerpt":"Most Frequently Asked interview questions of Apex, Visual force, SOQL in Salesforce.com SFDC","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":7778,"url":"https:\/\/www.jitendrazaa.com\/blog\/salesforce\/when-to-use-multiple-experience-cloud-vs-audience\/","url_meta":{"origin":6777,"position":5},"title":"When to use Multiple Experience Cloud vs Audience","author":"Jitendra","date":"April 26, 2023","format":false,"excerpt":"What to use for user segmentation in Salesforce - multiple Experience Cloud vs Audience","rel":"","context":"In &quot;Salesforce&quot;","block_context":{"text":"Salesforce","link":"https:\/\/www.jitendrazaa.com\/blog\/category\/salesforce\/"},"img":{"alt_text":"Salesforce experience cloud vs Audience","src":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2023\/04\/Salesforce-experieince-cloud.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2023\/04\/Salesforce-experieince-cloud.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2023\/04\/Salesforce-experieince-cloud.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2023\/04\/Salesforce-experieince-cloud.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/www.jitendrazaa.com\/blog\/wp-content\/uploads\/2023\/04\/Salesforce-experieince-cloud.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]}],"jetpack_likes_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/6777","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/comments?post=6777"}],"version-history":[{"count":6,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/6777\/revisions"}],"predecessor-version":[{"id":6795,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/posts\/6777\/revisions\/6795"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/media\/6778"}],"wp:attachment":[{"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/media?parent=6777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/categories?post=6777"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jitendrazaa.com\/blog\/wp-json\/wp\/v2\/tags?post=6777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}