Sales Automation Low-Code

❑ Organizing your sales organization into territories

❑ Adding users to sales team
Organizing your sales organization into territories
Setting up the territory structure for the sales team:
• We need to identify various categories of territories, also known as territory
dimensions, that are relevant to client’s business, like geographical regions, product
lines, customer types etc.., We must have at least one territory dimension for the
organization.
• Territory structure that allows access based on hierarchy by specifying the parent
territories for each dimension
Organizing your sales organization into territories
Setting up the territory structure for the sales team:
• To complete the setup of the territory structure, you should assign operators to each
territory with access to work objects associated with their assigned territories with
the help of Access Rules based on the territory hierarchy.
• As a best practice, associate work objects with the appropriate territories, such as
accounts, leads, opportunities and other relevant data
• This way we can ensure that users have access to the data they need to perform their
jobs effectively while maintaining appropriate levels of security and data privacy
Organizing your sales organization into territories
Setting up the territory structure for the sales team:
• Each territory has a Hierarchy chart to help users easily access and understand the
territory hierarchy.
Organizing your sales organization into territories
Creating territory dimensions:
• System operations Team, can set up multiple territory dimensions and maintain a
different hierarchy for each one, to create a flexible and organized territory structure.
Eg:- Region, Product line as a territory dimensions, and then maintain a hierarchy for
each.
Organizing your sales organization into territories
Creating territory dimensions:
• Administrator or System operations Team, can set up multiple territory dimensions
and maintain a different hierarchy for each one, to create a flexible and organized
territory structure.
Eg:- region, product line, or vertical as a territory dimensions, and then maintain a
hierarchy for each.
➢ In the user portal, click Create > Territory dimension.
➢ In the Create Territory dimension dialog box, enter a name for the new territory
dimension, For example, Product.
➢ Enter a description for the territory dimension.
➢ If a territory dimension is no longer relevant, change the status of the territory
dimension to Inactive. The default setting is Active.
➢ Click Submit
Organizing your sales organization into territories
Creating territory dimensions:
Organizing your sales organization into territories
Creating territory dimensions:
Organizing your sales organization into territories
Creating territory dimensions:
• Territory dimensions are displayed on the Territory dimensions landing page
Organizing your sales organization into territories
Creating a territory:
• A territory is a hierarchical unit that organizes your sales team into groups
• Administrator or System operations Team, create and edit territories, assign
operators to territories, and configure read or read/write permissions at the territory
level for accounts, leads, and opportunities.
• Local sales ops operators can view and edit their primary territory and any child
territories of that territory.
• Each territory has a Hierarchy chart to help users easily access and understand the
territory hierarchy.
➢ In the user portal, click Create > Territory.
Organizing your sales organization into territories
Creating a territory:
• Only the territory owner can make future edits to the territory
Organizing your sales organization into territories
Creating a territory:
• Only the territory owner can make future edits to the territory
• The new territory is displayed when you expand the Territory dimension section of
the Territories landing page
Organizing your sales organization into territories
Adding users to a territory:
• We need to Add users to a territory to enable the users to access work objects, for
example, Accounts, Opportunities, and Leads that are associated with the territory.
➢ In the navigation pane, click Territories.
➢ Click the name of the territory to which you want to add users. For example,
Software.
➢ Click the Actions button, and then click Manage users.
➢ In the Manage users dialog box, click Add, and then select a user from the list of
users
Organizing your sales organization into territories
Adding users to a territory:
Organizing your sales organization into territories
Adding users to a territory:
Organizing your sales organization into territories
Adding territories to work objects:
• We need to Associate territories directly with work objects, we can associate one or
more territories and only one territory is being the primary. with work objects such as
accounts, opportunities, and leads so that users with access to the territories can also
access these work.
• We cannot directly associate territories with contacts because contacts always derive
access from the account with which they are associated.
Organizing your sales organization into territories
Adding territories to work objects:
Organizing your sales organization into territories
Adding territories to work objects:
Organizing your sales organization into territories
Adding territories to work objects:
Organizing your sales organization into territories
Adding territories to work objects:
• The Details tab displays the territories that you added.
Adding users to the sales team
Sales Automation users:
• An administrator must first create an operator record in Dev Studio. Sales operations and
system administrator users can add and modify operators manually in the Users page in
App Studio or by using the Data import wizard.
• We can configure user profiles in the User management page in App Studio and can
modify the access and permissions, and HR details for a team member
• User access is defined through the Persona / Developer role.
• which specifies the portal used and defines what data the user can read, update, and
create.
• For a sales organization, there are three roles that represent the application personas.
• Sales representative: Works for the parent sales organization with lead and opportunity
pipeline and communicate with prospects and customers.
• Sales manager: Manages teams in the parent sales organization using management
reports, dashboards, and forecasts.
• Sales ops: Supports the sales team by managing territories and users at all levels. Sales ops
also have access to a variety of tools for administrating the application.
Adding users to the sales team
Sales Automation users:
• The following figure shows a user profile for a sales representative
Adding users to the sales team
Sales Automation users:
• The Persona / Developer role determines access to a user portal. The role also defines
which case types and data objects the user can read, update, and create
Adding users to the sales team
Adding and updating users:
• The operator record in Dev Studio includes details, such as Operator id, Password,
First name, Last name, and Email.
• To add a user In App Studio, click on Users, then selects User management. The User
management page shows the available personas.
Adding users to the sales team
Sales Automation users:
• T

• To add the new user to the sales representative persona, Barbara clicks the People
tab
Adding users to the sales team
Sales Automation users:

• At the bottom of the page, she clicks Invite people to you application. She selects Mike
Jones, clicks Add and then clicks Send invitation to send an email with the username and
password to Mike. The system adds Mike to the list of users on the People tabo add the
new user to the sales representative persona, Barbara clicks the People tab
Adding users to the sales team
Sales Automation users:
Adding users to the sales team
Sales Automation users:
• Set the Title to Sales Representative.

• Set the Persona / Developer role is to SalesRep.

• Set the Reports to field to Sophia Anderson.

• Add any HR details and Microsoft Exchange settings, then click Save
• Next, Barbara wants to assign Mike to the Northeast territory. Barabara logs in to the
Sales Operations portal. In the left navigation, she clicks Territories. On the Territories
page, Barbara selects the Northeast territory.
• From the Actions menu, she selects Manage users., and then adds Mike Jones as a
sales representative for the Northeast territory.
Adding users to the sales team
Sales Automation users:
Thank You