Articles tagged “territory-management”
- RoleOrTerritory Metadata Type in SFDX
Understand RoleOrTerritory metadata in Salesforce, governing hierarchical sharing models, role trees, and territory access permissions across orgs.
- Territory Metadata Type in SFDX
Understand and migrate legacy Territory metadata in Salesforce to modernize account sharing, sales hierarchy modeling, and Territory2 architectures.
- Territory2 Metadata Type in SFDX
Configure and deploy Territory2 metadata in Salesforce to model Enterprise Territory Management sales nodes, account access levels, and custom fields.
- Territory2Model Metadata Type in SFDX
Configure and deploy Territory2Model metadata in Salesforce to manage sales territory hierarchies, planning states, and active territory lifecycle models.
- Territory2Rule Metadata Type in SFDX
Configure and deploy Territory2Rule metadata in Salesforce to automate account assignment rules across Enterprise Territory Management hierarchies.
- Territory2Settings Metadata Type in SFDX
Configure and deploy Territory2Settings metadata in Salesforce to manage default access levels, opportunity filters, and territory sharing automation.
- Territory2Type Metadata Type in SFDX
Configure and deploy Territory2Type metadata in Salesforce to classify Enterprise Territory Management sales territories by priority and organizational tier.