Prerequisites for Enabling Territory Management

Prerequisites for Enabling Territory Management

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Question

You must meet the following prerequisites before enabling territory management? Choose 2 answers.

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Explanations

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A. B. C. D.

AB.

The correct answers are B and D.

Before enabling territory management in your Salesforce organization, you must meet the following prerequisites:

B. Follow the steps in the Deploying Territory Management Guide to prepare your organization for territory management. This step is important as it ensures that your organization is ready to implement territory management and that you have a clear understanding of the process. The guide provides information on setting up data and user profiles, defining territories, and managing access to data.

D. You must have the Territory Manager Profile. The Territory Manager Profile is necessary to enable users to create and manage territories in Salesforce. This profile provides access to the Territory Management settings and allows users to assign accounts, opportunities, and leads to territories. You can assign this profile to users who are responsible for managing territories in your organization.

A and C are not correct answers for this question.

A. Your organization must be using customizable forecasting is not a prerequisite for enabling territory management. Customizable forecasting is a separate feature in Salesforce that allows you to create custom forecasts based on your organization's specific needs.

C. You must have the Marketing User Profile is also not a prerequisite for enabling territory management. The Marketing User Profile is a user profile that provides access to the Marketing Cloud and its related features. This profile is not related to territory management in Salesforce.