Territory Management using the Territory Field on the Account Object

Territory Management is performed utilizing Territory Management or by using external solutions and then importing the results with the Salesforce web services API.

If the territory field on account is utilized for territory management and the user has permission to modify the territory_vod field on account, then the New Account and New RecordType wizards populate the territory_vod field when creating new accounts. After populating the territory_vod field, the wizards perform a mini-territory realignment for the current user. If users have edit permission to the Territory_vod field on account, they should not have create permission to the Account Territory Loader object.

If the Territory Management Toolset is utilized to perform Territory Management, then the expected steps as part of an Alignment would include the following:

  1. Create Territory Hierarchy within the Veeva CRM application.
  2. Click Rebuild Veeva Territory Rules to generate Territory Rules.
  3. Upload the Zip to Terr file into the Zip to Terr object using the Salesforce Data Loader.
  4. Click Test Territory Assignment to populate Territory_Test_vod fields on Accounts and validate results.
  5. Click Mass Assign Territories to populate the Territory_vod field on Accounts.
  6. Run the Salesforce Account Assignment Rules from the Top of the Territory Hierarchy.

These steps are illustrated in the next two images for both an initial Alignment as well as the steps for a Re-alignment.

If you use external or 3rd party tool to perform Territory Management, then the expected steps as part of an Alignment would include the following:

  1. Create Territory Hierarchy within the Veeva CRM application.
  2. Click Rebuild Veeva Territory Rules to generate Territory Rules.
  3. Download Account and Address information from Veeva CRM to use in the Alignment Tool.
  4. Use 3rd party tool to identify Account to Territory Mappings.
  5. Use Terralign, Salesforce DataLoader, or another tool, to load Territories for Accounts into the Territory_vod field.

Run the Salesforce Account Assignment Rules from the Top of the Territory Hierarchy.