Hi all, I've recently taken over a role that involves territory planning. However, our instance of Salesforce includes Salesforce Maps and Territory Planning functionality, but we are not subscribed to Enterprise Territory Management. I'm seeking direction regarding learning modules in Trailhead (or elsewhere) that best provide training on how to plan and create territories without having Enterprise functionality. Every module I look at regarding territory planning seems to be built around the assumption that the account is equipped with Enterprise functionality, so I am unsure where to turn to become better educated on this using the tools we actually have.
Hi Casey,
Please check the following link:https://www.cloudideas.com/articles/salesforce-sales-territory-planning
Hope this helps!
