Working with Territory Fields
- Browser (Classic)
- Windows Tablet
Territory Field management allows users to maintain and view territory-specific fields for a particular account. The Territory Field custom object (TSF_vod) stores data specific to an account and territory relationship. Many of the fields in this object are auto-populated from other processes; the fields cannot be deleted or modified. New fields can, however, be added to the object.
For example, Sarah Jones wants to know when the last interaction in her territory was made with Dr. Ackerman. She looks at territory-specific fields and sees the last interaction in the value for Territory 101. This section also contains information about whether Dr. Ackerman is a target for this specific territory.
Ensure initial configuration is complete before enabling this functionality.
Viewing Territory Field Information
To view territory information for an account, select the Territory Fields related list on the account record.
The Territory Fields (My Preferred Location) related list also includes business accounts the account is affiliated with through the Sphere of Influence and Account Hierarchy.
Updating Territory Field Information
Users with Create and Edit OLS for the TSF_vod object can edit territory field records. In addition, territory field information is automatically created or updated when any of the following occur:
- At the end of the Account Wizard, one record on the TSF_vod object is automatically created for each territory and account profile combination, if any fields from the TSF_vod object are set as required on the page layout
- When users create a call for an account, the TSF_vod record is updated for that account and territory
- The YTD_Activity_vod and Last_Activity_Date_vod fields on the TSF_vod object are updated by a trigger on the Call2_vod object. The Last_Activity_Date_vod is set to the Call_Date_vod value from the call record, and YTD_Activity_vod is incremented by one.
The account and territory combination on the TSF_vod record must match the assigned territory and account on the call for the record to update
- When a ** field value, for example, Route_vod, is updated in an account’s Territory Fields related list, the TSF_vod record is updated as well
If there is an existing record on the TSF_vod object for the account and territory combination, the AccountTerritoryInfoLgtnVod Visualforce page displays and updates the existing TSF_vod record’s values.
If records do not exist for the account and territory combination, a new TSF_vod record is created. The Name field on the new TSF_vod record automatically populates with the Territory ID. Users can edit the record and change the name if they have Create and Edit OLS on the TSF_vod object.
Users receive an error message if they attempt to create a duplicate record. The External_Id_vod field on the TSF_vod object is a unique concatenation of the account and territory. A trigger on the External_Id_vod field prevents users from creating duplicate records.
Defining Territory Field Layouts by Account Type
Admins can customize TSF record layouts to display different information depending on the type of account selected. To define TSF_vod page layouts by account record type, create a TSF record type with the exact same API name as the corresponding account’s record type.
For example, to display different territory information for accounts with the Business_Professional_vod record type, create a record type on the TSF_vod object with the name Business_Professional_vod. Updating the account record type automatically triggers updates to the record type for the TSF records associated with that account.
The following fields on the TSF_vod object do not display on page layouts:
- Created By
- Last Modified By
Defining Allowed Products by Territory
For example, Sarah Jones is assigned to Territory 101. The Allowed_Products_vod field on the TSF_vod record for Territory 101 is populated with Cholecap;;Labrinone. When Sarah records a call with Dr. Clinton Ackerman in Territory 101, she can only select either Cholecap or Labrinone from the list of detail products.
To define allowed products for a specific territory, populate the Allowed_Products_vod field with a double semicolon delimited list of product names. The product names must exactly match the product names in the Product Catalog. For example, Cholecap;;Restolar;;Labrinone
For more information on Allowed Products, see Defining Allowed Products.
Platform Specific Details
Using Territory Fields for iPad
Users can edit territory-specific fields offline, if they have the appropriate permissions. Territory field records are updated when users populate TSF_vod fields. Unpopulated fields still display.
Once the Address_vod field on the TSF_vod object is populated, it is no longer updated when users save or submit subsequent calls for the account. This prevents the Address_vod value on the TSF_vod record from being overwritten.
Using Territory Fields for Windows Tablet
The Account Detail page displays the default territory specific field (TSF_vod) object entry. The layout of the TSF_vod record matches the browser layout.