Comments on: When and Why to use Territory Management in Salesforce http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/ Shamrock CRM is dedicated to professional Salesforce.com consulting and development projects. Wed, 04 Jan 2012 09:26:57 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: SFDCguru http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/comment-page-1/#comment-2582 SFDCguru Tue, 27 Sep 2011 10:29:58 +0000 http://www.shamrockcrm.com/?p=225#comment-2582 Really nice explanation... thanks for your time... Really nice explanation… thanks for your time…

]]> By: vanessen http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/comment-page-1/#comment-2325 vanessen Wed, 22 Jun 2011 09:47:29 +0000 http://www.shamrockcrm.com/?p=225#comment-2325 I've got the answer to my question.In fact,i should also set the wide default on the account to private,else it is visible and editable for all. I’ve got the answer to my question.In fact,i should also set the wide default on the account to private,else it is visible and editable for all.

]]> By: vanessen http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/comment-page-1/#comment-2324 vanessen Wed, 22 Jun 2011 07:47:44 +0000 http://www.shamrockcrm.com/?p=225#comment-2324 i have assign different users to different territories, i also have territory rules for automatically assigning accounts to those territories.But i do not have roles specified. The problem i am facing right now is that,all the users ,even though they are not assign to a particular territory can see the accounts related to another territory.What other settings i need to restrict this. i have assign different users to different territories, i also have territory rules for automatically assigning accounts to those territories.But i do not have roles specified.
The problem i am facing right now is that,all the users ,even though they are not assign to a particular territory can see the accounts related to another territory.What other settings i need to restrict this.

]]> By: Etienne http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/comment-page-1/#comment-1479 Etienne Tue, 31 Aug 2010 15:17:09 +0000 http://www.shamrockcrm.com/?p=225#comment-1479 Hi, Very interesting article. I am thinking about implementing Territories for my company and was wondering if you would have some time to discuss your experience. Thanks! Hi,

Very interesting article. I am thinking about implementing Territories for my company and was wondering if you would have some time to discuss your experience.
Thanks!

]]> By: Shabs http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/comment-page-1/#comment-824 Shabs Wed, 12 Aug 2009 09:21:16 +0000 http://www.shamrockcrm.com/?p=225#comment-824 Hi, Can a custom object in salesforce be linked to territories ? I have a custom object in salesforce called salesorder which allows users to create salesorders. The issue is a user associated with a territory cannot view the records(salesorders) created by a user of the same territory though he has been assigned to the same territory. I have checked the rules and workflows and made sure that both the users have the same sharing rules. I have been told that custom objects cannot be linked to territory management and the records created within a custom object cannot be segregated to users. Any help in this regard will highly be appritiated. Thanks Shabs Hi,

Can a custom object in salesforce be linked to territories ?

I have a custom object in salesforce called salesorder which allows users to create salesorders. The issue is a user associated with a territory cannot view the records(salesorders) created by a user of the same territory though he has been assigned to the same territory. I have checked the rules and workflows and made sure that both the users have the same sharing rules.

I have been told that custom objects cannot be linked to territory management and the records created within a custom object cannot be segregated to users.

Any help in this regard will highly be appritiated.

Thanks
Shabs

]]> By: David W. Beauchamp http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/comment-page-1/#comment-535 David W. Beauchamp Thu, 23 Jul 2009 07:38:15 +0000 http://www.shamrockcrm.com/?p=225#comment-535 Hello, I found your AD on CL and was checking you guys out. Nice site - best of luck to you guys. Hello, I found your AD on CL and was checking you guys out. Nice site – best of luck to you guys.

]]> By: Jeff Douglas http://www.shamrockcrm.com/salesforce/when-and-why-to-use-territory-management-in-salesforce/comment-page-1/#comment-484 Jeff Douglas Mon, 20 Jul 2009 16:33:37 +0000 http://www.shamrockcrm.com/?p=225#comment-484 Tanner, thanks for the nice explanation. Tanner, thanks for the nice explanation.

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