Enable Territory Management: Requirements for Salesforce Administrators

Enable Territory Management

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Question

In order to Enable Territory Management you should have:

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Explanations

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A. B. C. D.

B.

Territory Management is a feature in Salesforce that allows organizations to assign and manage their sales territories more efficiently. To enable Territory Management, you need to have certain requirements met.

Out of the options given, the correct answer is (D) All of the above.

Here's why:

A. Standard Profile: To enable Territory Management, you need to have a standard profile with "Manage Territories" permission. This permission allows users with the standard profile to create, edit, and delete territories.

B. Customizable Forecasting: Customizable Forecasting is an optional feature in Salesforce that allows organizations to create custom forecast categories and adjust their forecast data according to their specific needs. Territory Management works best with Customizable Forecasting because it allows organizations to forecast their sales data by territories, which gives them better visibility into their sales pipeline.

C. Enable Forecasting: To use Customizable Forecasting with Territory Management, you also need to have forecasting enabled. Forecasting is a standard feature in Salesforce that allows organizations to predict their sales revenue for a specific period. When you enable forecasting, you can also enable Customizable Forecasting, which allows you to customize the forecasting categories to better fit your business needs.

In summary, to enable Territory Management in Salesforce, you need a standard profile with "Manage Territories" permission, Customizable Forecasting enabled, and forecasting enabled. So, the correct answer is (D) All of the above.