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Business Platforms & EA · Advanced

Enterprise Territory Management (ETM)

Feature that organizes accounts into territories with assignment rules, granting access and supporting territory-based forecasting.

Definition

Enterprise Territory Management uses territory models, territory types, hierarchies and account assignment rules. Users assigned to territories get access to accounts in them and optionally related opportunities and cases. Only one model can be active at a time.

Exam tip

Territories complement the role hierarchy when account access depends on geography or segment rather than management line.

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