Our company is considering managing our sales territories in SalesForce, and hopefully have an app to visually display where we have coverage and be able to drill down to the contacts. I have a major dilemma tho- Since our Contacts are never associated with 1 Account, we have the primary Acct field on the Contact Record automatically assigned to 1 Account. So, all contacts are associated to 1 account, also allowing everyone to see all contacts (which is what we want). In order to see the 1 to many relationship (Contact to many Accounts), we created a custom object called "Affiliations" to create that relationship between them. How do I create territories around Accounts AND Contacts if the custom object is the piece tying them together. Does anyone else have suggestionson on the best way to approach territories/contact coverage?
1 件の回答
Amber, you might want to see if this app would work for you, and ask your question to them, as they deal with those issues all the time? Good Luck, Pat
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000586bhEAA
