Salesforce Territory Management: Understanding the Difference between Territory Hierarchy and Role Hierarchy

Territory Hierarchy versus Role Hierarchy in Salesforce Territory Management

Question

In Sales force Territory* Management, a territory hierarchy is different from a role hierarchy in that it...

Answers

Explanations

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A. B. C. D.

B.

Explanation/Reference: Territory hierarchy is about assigning users to opportunities.

Role hierarchy is about broadening visibility to records up the chain of command so managers can see records owned by their subordinates.

In Salesforce Territory Management, a territory hierarchy is different from a role hierarchy in that it supports assigning users to multiple territories.

Territory Management allows organizations to divide their sales territories and accounts among their sales teams, providing a clear and structured approach to sales management. The territory hierarchy is a structure that defines the parent-child relationships between territories. Each territory in the hierarchy can have multiple sub-territories, and those sub-territories can have their own sub-territories, creating a hierarchical structure.

Role hierarchy, on the other hand, is a structure that defines the parent-child relationships between roles, which can be used to control access to data. The role hierarchy allows users to access data owned by or shared with users in roles below them in the hierarchy.

The main difference between territory hierarchy and role hierarchy is that a territory hierarchy supports assigning users to multiple territories. This means that a user can be assigned to more than one territory, and they can have different access levels and sharing rules in each territory. This allows organizations to be more flexible in managing their sales teams and territories, as they can assign users to territories based on their skills, experience, and availability.

Additionally, territory hierarchy does not grant login access to all users in a territory. Instead, login access is determined by the user's profile settings and permissions. Territory hierarchy also does not automatically assign users to sales teams in the territory. Instead, users are assigned to sales teams through a separate process, such as through the creation of opportunity teams. Finally, territory hierarchy does not give users in a territory full edit access to all accounts in that territory. Access levels to accounts are controlled through sharing rules and account teams, which are separate from the territory hierarchy.