Sales Cloud Activate:
Territory Management

This package includes all the necessary steps to automatically assign accounts to users based on that customer’s Zip Code, County, or any other custom field.


Typical timeline: 1-2 weeks.




  • Configuration of auto-assigned Accounts based on Zip Code or County fields
  • Creation of visual flows and processes tailored to your org
  • Configuration of default record owners when zip code or county are “out of territory”
  • Configuration of permissions views to limit the visibility of assigned records
  • Up to 2hrs of solution-based training

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