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This course will help you prepare for the Salesforce Certified Sharing and Visibility Designer exam. Using a real-world scenario involving a global company you will learn how to manage account ownership using Enterprise Territory Management.
What you'll learn
If you have been following along with this path, then you know that it is now time to complete the Salesforce sharing model and set up Territory Management. In this course, Manage Account Access with Salesforce Territory Management, you will learn how to successfully set up a Territory model for a Salesforce organization. First, you will learn about what Enterprise Territory Management is and the benefits it provides. Next, you will learn how to create a model, along with territories and user roles. And finally, you will find out how to add users to territories and run assignment rules that impact your record sharing model. By the end of this course, you will know how to set up Enterprise Territory Management and manage territory assignments in your Salesforce organization.
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FILE LIST
Filename
Size
~Get Your Files Here !/01. Course Overview/01. Course Overview.mp4
4 MB
~Get Your Files Here !/02. Understanding Salesforce Enterprise Territory Management/02. Welcome to the Series.mp4
4.6 MB
~Get Your Files Here !/02. Understanding Salesforce Enterprise Territory Management/03. Territory Management Overview.mp4
4.5 MB
~Get Your Files Here !/02. Understanding Salesforce Enterprise Territory Management/04. Territory Management Basics.mp4
5 MB
~Get Your Files Here !/03. Working with Salesforce Territory Models/05. Work with Private Sharing Models.mp4
3.2 MB
~Get Your Files Here !/03. Working with Salesforce Territory Models/06. Enable Territory Management.mp4
11 MB
~Get Your Files Here !/03. Working with Salesforce Territory Models/07. Create a Territory Type.mp4
4.3 MB
~Get Your Files Here !/03. Working with Salesforce Territory Models/08. Create a Territory Model.mp4
4 MB
~Get Your Files Here !/03. Working with Salesforce Territory Models/09. Build a Territory Hierarchy.mp4
8.8 MB
~Get Your Files Here !/03. Working with Salesforce Territory Models/10. Work with Collaborative Forecasts.mp4
9.1 MB
~Get Your Files Here !/04. Managing Salesforce Territory Assignments/11. Territory Assignment Basics.mp4
5.2 MB
~Get Your Files Here !/04. Managing Salesforce Territory Assignments/12. View and Manage Assignment Rules.mp4
17.7 MB
~Get Your Files Here !/04. Managing Salesforce Territory Assignments/13. Create Assignment Rule.mp4
6.5 MB
~Get Your Files Here !/04. Managing Salesforce Territory Assignments/14. Manually Assign Accounts.mp4
5.7 MB
~Get Your Files Here !/04. Managing Salesforce Territory Assignments/15. Assign Users.mp4
3.1 MB
~Get Your Files Here !/04. Managing Salesforce Territory Assignments/16. Run Assignment Rules.mp4
10.4 MB
~Get Your Files Here !/04. Managing Salesforce Territory Assignments/17. Key Course Takeaways.mp4
3.7 MB
~Get Your Files Here !/Bonus Resources.txt
386 B
~Get Your Files Here !/Exercise Files/02/understanding-salesforce-enterprise-territory-management-slides.pdf
1.6 MB
~Get Your Files Here !/Exercise Files/03/working-with-salesforce-territory-models-slides.pdf
10.4 MB
~Get Your Files Here !/Exercise Files/04/managing-salesforce-territory-assignments-slides.pdf
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