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

How to set up Root territory

Received Response
10
Views
4
Comments
edited Aug 5, 2021 11:35PM in Sales 4 comments

Content

We have a requirement to implement the Territory management for Sales Office defaulting at the Order level based on the Customer Zip code. I understood that this can be achieved by implementing Territory management. 

I have tried to set up a Root Territory to start the set up in Demo instance but I was not able to create.  I have sales administrator role assigned , apart from this do I have to have any other set up?

Thanks,

Suresh  

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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