To configure this feature, ensure Configuring Accounts is complete.

To view territory information for an account, select the Territory Fields related list on the account record.

Updating Territory Field Information

A tsf__v record is created immediately after the account_territory__v record is created, so all accounts always have a tsf__v record for all territories to which they are or have been assigned.

Users with create and edit object permission for the tsf__v object can edit territory field records. In addition, territory field information is automatically created or updated when any of the following occur:

• At the end of the Account Wizard, one record on the tsf__v object is automatically created for each territory and account profile combination, if any fields from the tsf__v object are set as required on the layout
• When users create a call for an account, the tsf__v record is updated for that account and territory when the call is saved or submitted
• The ytd_activity__v and last_activity_date__v fields on the tsf__v object are updated by a trigger on the call2__v object. The last_activity_date__v is set to the call_date__v value from the call record, and ytd_activity__v is incremented by one.

  The account and territory combination on the tsf__v record must match the assigned territory and account on the call for the record to update

• When a field value, for example, route__v, is updated in an account’s Territory Fields related list, the tsf__v record is updated as well

If records do not exist for the account and territory combination, a new tsf__v record is created. The Name field on the new tsf__v record automatically populates with the Territory ID. Users can edit the record and change the name if they have create and edit object permission on the tsf__v object.

Users receive an error message if they attempt to create a duplicate record. The external_id__v field on the tsf__v object is a unique concatenation of the account and territory. A trigger on the external_id__v field prevents users from creating duplicate records.

Defining Territory Field Layouts by Account Type

Admins can customize TSF record layouts to display different information depending on the type of account selected. To define tsf__v layouts by account object type, create a TSF object type with the exact same API name as the corresponding account’s object type.

If you add a custom account type, you should also create a custom TSF object type.

Defining Allowed Products by Territory

To enable organizations with parallel sales teams to appropriately align and target accounts with targeted product messaging, admins can define a list of allowed products for each territory. Users can only select product details, samples, BRCs, and promotional items included in the allowed products list when recording a call.

For example, Sarah Jones is assigned to Territory 101. The allowed_products__v field on the tsf__v record for Territory 101 is populated with Cholecap;;Labrinone. When Sarah records a call with Dr. Clinton Ackerman in Territory 101, she can only select either Cholecap or Labrinone from the list of detail products.

To define allowed products for a specific territory, populate the allowed_products__v field with a double semicolon delimited list of product names. The product names must exactly match the product names in the Product Catalog. For example, Cholecap;;Restolar;;Labrinone

For more information on Allowed Products, see Defining Allowed Products.

To view territory information for an account, select the Territory Fields related list on the account record.

Updating Territory Field Information

A tsf__v record is created immediately after the account_territory__v record is created, so all accounts always have a tsf__v record for all territories to which they are or have been assigned.

Users with create and edit object permission for the tsf__v object can edit territory field records. In addition, territory field information is automatically created or updated when any of the following occur:

• At the end of the Account Wizard, one record on the tsf__v object is automatically created for each territory and account profile combination, if any fields from the tsf__v object are set as required on the layout
• When users create a call for an account, the tsf__v record is updated for that account and territory when the call is saved or submitted
• The ytd_activity__v and last_activity_date__v fields on the tsf__v object are updated by a trigger on the call2__v object. The last_activity_date__v is set to the call_date__v value from the call record, and ytd_activity__v is incremented by one.

  The account and territory combination on the tsf__v record must match the assigned territory and account on the call for the record to update

• When a field value, for example, route__v, is updated in an account’s Territory Fields related list, the tsf__v record is updated as well

If records do not exist for the account and territory combination, a new tsf__v record is created. The Name field on the new tsf__v record automatically populates with the Territory ID. Users can edit the record and change the name if they have create and edit object permission on the tsf__v object.

Users receive an error message if they attempt to create a duplicate record. The external_id__v field on the tsf__v object is a unique concatenation of the account and territory. A trigger on the external_id__v field prevents users from creating duplicate records.

Using Territory Fields for iPad

Users can edit territory-specific fields on mobile devices, if they have the appropriate permissions. Territory field records are updated when users populate tsf__v fields. Unpopulated fields still display.

Once the address__v field on the tsf__v object is populated, it is no longer updated when users save or submit subsequent calls for the account. This prevents the address__v value on the tsf__v record from being overwritten.