Sales Cloud Activate:
Territory Management

This package includes all the necessary steps to automatically assign accounts to users based on that customer’s Zip Code, County, or any other custom field.

Typical timeline: 1-2 weeks.

Deliverables:

• Configuration of auto-assigned Accounts based on Zip Code or County fields
• Creation of visual flows and processes tailored to your org
• Configuration of default record owners when zip code or county are “out of territory”
• Configuration of permissions views to limit the visibility of assigned records
• Up to 2hrs of solution-based training