Friday, April 15, 2016

[Salesforce] The Sobject Crusade: AccountTerritoryAssignmentRule

Back to the Sobject Crusade list.

Source: AccountTerritoryAssignmentRule

This is an Account assignment rule on territories based on Account fields: Winter '12 platform release added the new Enterprire Territory Management.

The following doc is a complete guide to setup Territory Management in your org.

This kind of Territory Management needs the Customizable Forecasts, that is an old version of the newest Collaborative Forecat feature, that's why it is not possibile to simulate a query on this object.

Read this documents:

"Territory Management is available only with Customizable Forecasts and not supported with the Winter ’12 release of Forecasts. If Territory Management is enabled, you can no longer use the Winter ’12 release of Forecasts."

This is a useful map that shows how object are related in Territory management.

If you have an ORG with this kind of territory management enabled, feel free to write a simple guide on how this object work!