What is equivalent of EBS Territory management in Cloud — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

What is equivalent of EBS Territory management in Cloud

edited Jun 6, 2025 2:11PM in Sales 1 comment

Summary:

I am looking for a way to tie the customers to salesrep hierarchy. In EBS there was sales territory assignment that can be based on FIPS/Zip code.
In CRM foundation and assign the territory on the order line.


in Cloud, there is sales credits and salesperson on the order header.
is there any OOTB functionality/documentation around sales territory mgmt in cloud and how customers are assigned salesrep and hierarchy.

Or create DFFs on customer account for this purpose?
can you please re-direct to correct forum? Thanks

Content (please ensure you mask any confidential information):


Version (include the version you are using, if applicable):

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!