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. Fri, 09 Jul 2010 15:53:51 +0000 http://wordpress.org/?v=2.9.2 hourly 1 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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