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cluttjohanncluttjohann 

Territory management at the county level

How would you go about developing territory management functionality at the county level in SF.com?

We would like the ability to define territories by their 5 digit FIPS code and then assign each county to a sales rep.

We have tried using the roles approach, but can only get down to a user level, not geography.
QuantumMechanicQuantumMechanic
Try this:

- Create a custom field with a formula as the data type.
- In the formula define territories by their 5 digit FIPS code which would represent the Counties
- Then assign the County

I've done this for our Inside Sales Group at the State Level, and will be doing the same by ZIP for our Sales Org.

Here's an example:

// Displays the Inside Sales Region for the Inside Sales Group. If the Inside Sales Region displays "Other" it's because the Billing State/Province is not in a two letter syntax. //

IF(LEN( {!State})=0, "Update Billing State!",
IF(CONTAINS("WAR:CA:ID:NV:AZ:UT:CO:WY:MT:HI:AK:NM", {!State}), "West",
IF(CONTAINS("OH:KY:TN:AR:MO:IL:IA:WI:MN:ND:SD:NB:KSK:TX:LA", {!State}), "Central",
IF(CONTAINS("ME:NHVT:NY:MA:CT:RI:NJ", {!State}), "North East",
IF(CONTAINS("MDC:VA:WV:NC::SC:GA:FL:AL:MSAE", {!State}), "South East",
IF(CONTAINS("ABN:BC:MB:NB:NL:NT:NS:NUE:QC:SK:YT", {!State}), "Canada", "Other"))))))
QuantumMechanicQuantumMechanic
...obviously without the smilies
TC_UG_LeaderTC_UG_Leader
I'm wondering how you were able to do this with zip codes.  I tried to do it, but quickly ran over the character limit of 5000 in the formula field.  Would greatly appreciate any assistance you can provide.  Thanks!
JillWJillW

Try using zip code ranges. For example:

 

Billing Zip >= 90000 AND Billing Zip <= 93000
ChellappaChellappa

Hi All,

 

I want to use this discussion thread to post a question of my own.

 

We also have a similar Territory hierarchy where we have zip codes.

 

But my question is - Salesforce has a limit of 500 Territories for an organization.

 

We have so many zip codes, which is definitely higher than 500.

 

Does it mean Salesforce TM doesn't help us?

 

Please let me know.

Thanks,

Chellappa