Sonoma Partners Microsoft CRM and Salesforce Blog

You Gotta Know the Territory: Part 3

Today's blog post was written by Troy Oliveira, Principal Developer at Sonoma Partners.

So far, we've taken a look at Account Teams and Enterprise Territory Management in the previous posts in this series. The final post in this series is a short one, but don’t let the length of this post fool you; custom solutions are incredibly powerful options for solving complex territory management problems.

Custom Solutions

If neither Account Teams nor Enterprise Territory Management provides the solution that your company needs in order to handle your sales model, a custom solution might be your best option. We have successfully implemented several different options when it comes to creating an efficient custom solution for solving some very complex scenarios.

The biggest benefit of a custom solution is that most of the restrictions around the structure and automation of a model can be accounted for, typically through a combination of custom Apex code, Workflows, and Processes. Even better is that because all of the underlying information for Account Teams and Enterprise Territory Management can be queried in code, a fully automated hybrid solution could be created using one of the already existing territory modeling tools already mentioned. A great example of this can be found in this post by a colleague. It is also prudent to keep in mind that Enterprise Territory Management rules cannot be re-evaluated from code; any changes requiring the rules to be re-evaluated would require manually clicking “Run Assignment Rules” in the Salesforce UI.

While the custom solution option is a great way to tick off boxes in your organization’s requirements, keep in mind that you are still dealing with custom code. Since we fully recognize that territory models are fluid and change periodically, when we build a custom solution for our customers, Sonoma Partners takes great lengths to ensure that as much of the solution is configurable as possible. This helps reduce the need for someone to have to update and deploy code whenever changes occur to the territory model.

In Summary

If you’ve been following this series, you know what’s next. Pros and cons!

Pros: Cons:
  • Can handle more complex rules
  • Not native, needs to be tested with every upgrade
  • Automated processing
  • Requires understanding of coding
  • Can be combined with native functionality
  • Some functionality may be limited

Now that you’ve gotten a better idea of what territory management options are available to your organization, you can ensure that your salespeople know the territory.

If you have any questions about territory management or need help implementing your solution with Salesforce, please contact us.

Topics: Salesforce