Account Hierarchy Sharing and ETM Planning with Salesforce Maps
October 12, 2022
Uncategorized
- Salesforce Security Model and Sharing: The presentation begins by discussing the Salesforce security model, emphasizing the importance of Profiles and Permission Sets in managing user permissions. It also covers topics like Muting Permission Sets and their use cases.
- Account Hierarchy Sharing: The presentation explains Account Hierarchies and their impact on data access. It explores the possibility of using Account Hierarchies as a data-sharing mechanism, including creating an Ultimate Parent field and sharing records within the hierarchy. However, it also highlights the challenges and considerations associated with this approach, such as scalability, data leakage, and development effort.
- Enterprise Territory Management (ETM): The presentation provides an overview of ETM, its benefits, and its role in account sharing based on territory characteristics. It covers key concepts like forecasts, Territory and Subordinates as members of Public Groups and Sharing Rules, ETM limits, and the OpportunityTerritory2AssignmentFilter global interface.
- Territory Planning with Salesforce Maps: The presentation introduces Salesforce Maps as a tool for visualizing and planning territories. It explains how to create datasets and alignments, optimize territories based on balance, continuity, and compactness, and publish the planned territories as territory models.
- Salesforce Maps Features and Functionality: The presentation highlights the features and functionality of Salesforce Maps for territory planning, including its ability to create and manage territories, assign accounts and users, and optimize territories based on various criteria.
- Overall, the presentation offers a comprehensive overview of Account Hierarchy Sharing and ETM Planning with Salesforce Maps. It covers key concepts, best practices, and considerations for implementing these features in a Salesforce environment. The presentation also includes practical examples and resources for further learning.