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Territory Assignment to Opportunities Using Custom Dimensions: Setup and Demo — Cloud Customer Connect
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Territory Assignment to Opportunities Using Custom Dimensions: Setup and Demo

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edited Sep 29, 2022 8:58PM in Sales

Summary:

Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the opportunity assignment configuration to use this dimension.

Content (required):

You may use custom dimensions to drive territory assignment, and map a custom dimension to a source field to a:

  • A limited set of Sales Account or Opportunity/Revenue standard fields, such as the line of business, or revenue type category
  • Lead, Deal or Partner standard or custom field, for example, a custom field branch or sales market

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

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