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Haseeb Ahmad 9
Territory Name Field in account object
Hi There,
I am looking for some help to create Territory Name Field in account object which lookup to standard Territory object and gets the name of that Territory.
Both of these objects have no relationship and I do not seem to find a way with either custom lookup field or process builder or flows, Territory object just doesn't show up.
Anyone have any idea how can I able to create a relationship between these 2? thank you.
I am looking for some help to create Territory Name Field in account object which lookup to standard Territory object and gets the name of that Territory.
Both of these objects have no relationship and I do not seem to find a way with either custom lookup field or process builder or flows, Territory object just doesn't show up.
Anyone have any idea how can I able to create a relationship between these 2? thank you.
https://trailhead.salesforce.com/content/learn/modules/territory-management-basics/assign-accounts-rules-and-users-to-territories#:~:text=You%20can%20assign%20accounts%20to,those%20characteristics%20to%20that%20territory.
Thank you so much for your reply but I have already done that and I have that territory information available in the related list but I need that Territory Name Field in the account object page layout so I can use that field to pass information to the external system.
I tried that and the problem is in process builder or flows, the Territory object just doesn't show up. :(
Would you able to help me with writing a trigger?
Just want to check if you find out the workaround on this, as I am also looking for a similar soluton.
Thank you.