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Bulk Update Sales Territories

in Sales 1 comment

Summary:

I need to make below updates to sales territories in bulk

  1. Create new territories.
  2. Update existing territories ( remove few sales reps, add new sales reps to existing territories)
  3. add new zip codes to existing territories

I understand we have FBDI Option but i want to know what is the best way to update this accurately. Can i rely on Import/Export Management to achieve this or are there any limitaions.

Content (please ensure you mask any confidential information):


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

Cloud Version is 25D


Code Snippet (add any code snippets that support your topic, if applicable):

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