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Territory Custom Dimensions Overview

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edited Nov 17, 2022 5:22PM in Sales 5 comments

Summary:

This is an overview and demonstration of the Territory Management custom dimensions feature.

Content (required):

Sales organizations can use up to 10 custom dimensions, in addition to the existing dimensions, which offers greater flexibility when defining the boundaries of a salesperson's area of responsibility. We are almost doubling the current number of dimensions and these custom dimensions can be used with any of the account, opportunity, lead, deal or partner objects and drive territory assignment.

Custom Dimensions are based on Lookups (rather than classifications) and behave like any other dimension.

Territory custom dimensions can be viewed and managed using the Active and Draft (Proposals) Territories UI pages, REST services and Export/Import Management.

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