Setting Up Territory Management
Question
What arc the two keys to setting up Territory Management? Select all that apply:
Answers
Explanations
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A. B. C. D.AC.
The correct answer for this question is C and D: "Have an Active Sandbox" and "Marketing User permission enabled."
Territory Management is a Salesforce feature that allows organizations to manage their data and accounts based on specific geographical or industry-based criteria. It is an essential tool for organizations with a large number of accounts, as it helps them manage and assign accounts to the appropriate sales representatives.
To set up Territory Management in Salesforce, there are two critical requirements:
Have an Active Sandbox: This refers to having a separate environment where you can test and configure Territory Management before implementing it in your production environment. A sandbox environment allows you to experiment with Territory Management's various features without affecting your live data.
Marketing User permission enabled: This permission is necessary for users who will be creating, editing, or managing territories. Marketing User permission grants users access to various features in Salesforce, including Territory Management.
A and B are not correct answers for this question. Customizable forecasting is not directly related to setting up Territory Management. Although customizable forecasting can provide insights into your sales pipeline, it is not a requirement for setting up Territory Management. Similarly, advanced currency management is a feature that helps organizations manage multiple currencies in Salesforce. While it can be useful for international organizations, it is not necessary for setting up Territory Management.
