I'm curious if anyone is using Person Accounts and Territory Management together? If so, are there any gotchas or tips that are unique to Person Accounts that I need to watch out for?
The use case here is for recruiting in the context of Finserv or Healthcare where a single individual is being recruited.
I also saw the below Idea about Territory Management for Contacts.
https://ideas.salesforce.com/s/idea/a0B8W00000Gdhm2UAB/territory-management-for-contacts
2 answers
Thanks Fabrice. Definitely going to set this up in an org and play around with it! Also, hoping to learn from others too! 🙂
