what are the sfdc territory dimensions..how to identify dimensions..? & where can i enable dimensions..like(geography,Account Type The account type specifies if a customer is a named account or not. Customer Size Industry Organization Type)
Follow the steps below, 1. In territory management, to enable Set Up -> Manage Territories -> Settings
2. Click on the Enable enterprise Territory Management.
3. Then you can create the territory Types and Territory model.
The dimensions available to assign customers or partners to a territory are: Geography Account Type The account type specifies if a customer is a named account or not. Customer Size Industry Organization Type Additional dimensions based on selected classification categories to match specific customer or partner information.
You can set territory dimension based on assignment rule .
Base your rule on object characteristics such as: Industry Annual revenue Number of employees Region
Hope it helps. If this is informative, please mark my answer as best answer.
In the assignment rule, if you check the fields, you could see based on which dimension you can set condition based on your requirement. For eg: in assignment rule, annual revenue greater than a particular value can be set as rule.Based on which territory object will be created.
my question is : u told above....i am confusion..because...i have created territory..and i know...but ..my confusion is bellow part..how to set territory dimensions in territory model...were to enable...??
and another one once open assignment rules...in above create view in this place i am select bellow all users(customers and users)..is this correct...please clarifie my doubt...
The dimensions available to assign customers or partners to a territory are: Geography Account Type The account type specifies if a customer is a named account or not. Customer Size Industry Organization Type Additional dimensions based on selected classification categories to match specific customer or partner information.
A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory automatically. Its based on your requirement whether you want visible to all users or group. If all these informations are helpful, please mark my answer as best answer
my requriement is when i am create territory hierarchy in sfdc through apex trigger/class that time created credit hierarchy in FIC(fusion incentive compensation)...
First this is integration requriement...
my question.... is it possible to create territory hierarchy through triggers/apex class.........if possible r not tell me...?
Regards,
Roshni
All Answers
Follow the steps below,
1. In territory management, to enable Set Up -> Manage Territories -> Settings
2. Click on the Enable enterprise Territory Management.
3. Then you can create the territory Types and Territory model.
The dimensions available to assign customers or partners to a territory are:
Geography
Account Type
The account type specifies if a customer is a named account or not.
Customer Size
Industry
Organization Type
Additional dimensions based on selected classification categories to match specific customer or partner information.
You can set territory dimension based on assignment rule .
Base your rule on object characteristics such as:
Industry
Annual revenue
Number of employees
Region
Hope it helps. If this is informative, please mark my answer as best answer.
Regards
Roshni
In the assignment rule,
if you check the fields, you could see based on which dimension you can set condition based on your requirement.
For eg: in assignment rule, annual revenue greater than a particular value can be set as rule.Based on which territory object will be created.
Regards,
Roshni
my question is : u told above....i am confusion..because...i have created territory..and i know...but ..my confusion is bellow part..how to set territory dimensions in territory model...were to enable...??
and another one once open assignment rules...in above create view in this place i am select bellow all users(customers and users)..is this correct...please clarifie my doubt...
The dimensions available to assign customers or partners to a territory are:
Geography
Account Type
The account type specifies if a customer is a named account or not.
Customer Size
Industry
Organization Type
Additional dimensions based on selected classification categories to match specific customer or partner information.
Than"Q" for u r reply....
finally my question is based on assignment ruls....it works dimenssions in sfdc right?????
Regards,
Roshni
If all these informations are helpful, please mark my answer as best answer
Regards
Bhargava Reddy
my requriement is when i am create territory hierarchy in sfdc through apex trigger/class that time created credit hierarchy in FIC(fusion incentive compensation)...
First this is integration requriement...
my question.... is it possible to create territory hierarchy through triggers/apex class.........if possible r not tell me...?