Declarative Sharing 3 of 3 Flashcards
Enterprise Territory Mgt
is used to assign accounts and users to multiple territories where a company sells
user’s access levels of accounts and related oppty, contact and cases
support other Salesforce features such as collaborative forecasts and metadata API
Territory Mgt Features
Territory models territory model states territory types/priority territory assignment rules Multiple Territories/Hierarchy Inherited territory rules Misc Features: integrated with collaborative forecasts for territory, supports use of metadata API
https://help.salesforce.com/articleView?id=000338795&type=1&mode=1
Multiple territory structures can created
to preview and determine best strategies before activated and implemented in the company
Help organize your territories by key characteristics important to your company.
Territory types
every territory created has territory type.
Territories are created based on these types
territory types have territory type priorities - highest to lowest
used for organizing and creating territories only
dont appear on territory model hierarchies
Organize groups of account and the salesforce user who work with those accounts
Territory
Represents a complete territory management system for your company. Which lets you create and preview multiple structures and different account and user assignments before activating .
Territory Model
territory model state - planning, active, archived
only one active territory model at a time
but can have multiple planning and archived models
Shows a model’s territory management system for you company, which lest you create and preview multiple territory structures and different account and user assignments before you activate the model
Territory Hierarchy
forecasts hierarchy for territory forecasts is based on your territory hierarchy in the active territory model
How do permissions affect feature and data access in enterprise territory management?
To manage territories: Need Manage Territories permission / will need View All permission on Accounts
Manage Territories allows:
create territory models and all related records (Terr types
View and manage territory models in all states
Activate archive, delete and clone territory
View territory information on territory-assigned account records for models in all states
View data for models in Planning and Archived states on
reports that include territories, assigned records, or rules
Manage Territories + View All on Account allows:
All above
Fields available for account assignment rules depends on FLS
if user lacks FLS of a field on the account the assignment rule will fail.
http://resources.docs.salesforce.com/218/11/en-us/sfdc/pdf/salesforce_implementing_territory_mgmt2_guide.pdf
In enterprise territory mgmt, which feature can be used to assign oppty to territories based on filter logic defined in an apex class?
filter based oppty assignment
Which feature of enterprise territory mgmt allows planning, activation, and archiving of multiple territory structures
Territory Model States
Which type of forecasting works with Territory Management 2.0
Collaborative forecasting
What can be used to encrypt sensitive information at rest as well as in transit?
Apex crypto class
Which option is available for encrypting new files and attachments in Salesforce
Shield Platform encryption
What can be used for secure access of sensitive on-premise information from Salesforce
Third party proxy server
Which feature can be used to log in as another Salesforce user and check record visibility
Login As feature
