Northern Trail Outfitters wants to migrate its Territory Management to a new structure for the upcoming fiscal year.
What are two aspects a consultant should consider for this migration? (Choose two.)
Click on the arrows to vote for the correct answer
A. B. C. D.AB
When migrating Territory Management to a new structure, there are several aspects that a consultant should consider. Out of the options provided, the two aspects to consider are:
B. Access to a territory model is controlled through profiles or permission sets. C. Territory user assignments are migrated to the new model.
Here's a detailed explanation for each aspect:
B. Access to a territory model is controlled through profiles or permission sets: Territory models in Salesforce are used to define the hierarchy and structure of territories within an organization. It is essential to control access to these territory models to ensure that only authorized users can make changes to the structure. By controlling access through profiles or permission sets, the consultant can ensure that only designated users, such as system administrators or sales managers, have the ability to modify the territory model. This helps maintain data integrity and prevents unauthorized changes that could impact the sales processes.
C. Territory user assignments are migrated to the new model: During the migration process, it is crucial to ensure that existing territory user assignments are properly transferred to the new territory model. Territory user assignments determine which users are associated with specific territories and govern their access and visibility to relevant data. Migrating these assignments accurately ensures that sales representatives, managers, and other stakeholders retain their access rights and can effectively carry out their roles in the new territory structure. By migrating user assignments, the consultant ensures a smooth transition without disrupting ongoing sales activities and ensures that the right users have access to the appropriate territories.
It's important to note that while the other answer options might have some relevance to Territory Management, they are not directly related to the migration process.
A. Only one territory model can be active at any given time: This statement is generally true for Territory Management in Salesforce, regardless of the migration. You can have only one active territory model at a time, which means that if you are migrating to a new structure, you need to ensure that the new model is activated while the previous model is deactivated. However, this aspect is not specific to the migration process itself.
D. Territories can inherit assignment rules from other territories higher in the model: While assignment rules play a crucial role in Territory Management, this statement is not directly related to the migration process. Inheritance of assignment rules from higher territories is a feature available within Territory Management, allowing child territories to automatically inherit assignment rules from their parent territories. However, it does not specifically pertain to the migration of territory structures.
In summary, when migrating Territory Management to a new structure, a consultant should consider controlling access to the territory model through profiles or permission sets and ensuring the accurate migration of territory user assignments to the new model.