5 CompanyProfile Ter - MGT EmailMgt

Salesforce Course Material (Theoretical and Practical)
(Territory Management, Email Management, Company Profile) 5

Territory Management
Territory management is an account sharing system that grants access to accounts based on the characteristics of the
accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales
territories.
Advantages of territory management:
• The ability to use account criteria to expand a private sharing model.

• Support for complex and frequently changed sales organization structures.
• Support for transferring users between territories, with the option to retain opportunities.
• Multiple forecasts per user, based on territory membership.
• Territory-based sales reports.
What Is a Territory?
A territory is a flexible collection of accounts and users where the users have at least read access to the accounts,
regardless of who owns the account. By configuring territory settings, users in a territory can be granted read, read/write,
or owner-like access (that is, the ability to view, edit, transfer, and delete records) to the accounts in that territory. Both
accounts and users can exist in multiple territories. You can manually add accounts to territories, or you can define
account assignment rules that assign accounts to territories for you.
What Is a Territory Hierarchy?
The arrangement of child and sub territories in a Territorial chart is called territorial hierarchy.
Territory Helps you organize groups of accounts and the sales reps who work with those accounts. You create
territories based on territory types.
Territory Helps you group territories according to a common denominator such as core reps versus overlay, or named
type accounts versus geographic territories. Every territory you create has a territory type. You use territory types
only to organize and create territories. They don’t appear on territory model hierarchies.
Territory Helps you choose the appropriate territory type for territories you create or edit. You create your own
type priority priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest.
Make sure that your scheme can scale as you add more territory types.
Territory Represents a complete territory management system for your company. Modeling lets you create and
model preview multiple territory structures and different account and user assignments before you activate the
model that works best.
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Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
Your Salesforce edition determines the number of territory models you can create in production and
sandbox.
Territory Shows a model’s territory structure and serves as its main interaction point. You start from the hierarchy to
hierarchy create, edit, and delete territories; run assignment rules for territories, and navigate to territory detail pages
for more information.
From the hierarchy, you can also assign territories to opportunities, run assignment rules at the model level,
and activate or archive the model. Your territory hierarchy in the active territory model also determines the
forecasts hierarchy for territory forecasts.
Territory Indicates whether a territory is in the planning stage, in active use, or archived. You can have only one active
model state territory model at a time, but you can create and maintain multiple models in planning or archived state to
use for additional modeling or reference. Territory forecasts are based on your active territory model.
Steps to Create Enterprise Territory Management :

01. Enable Ent. Territory Management
02. Create Type of territories and rank
03. Create/Build Territory Model/Hierarchy
04. Assign users to territories and create rules for account assignment.
05. Run Rules and Activate Territory Management Model
Practical/Lab Task 1
Creating Ent. Territory Management
Enable Ent. Territory Management
01. From Setup, enter Territory in the Quick

Find box, and then select Territory Settings.
02. Click Enable Enterprise Territory

Management.
03. Click Save to accept the default selection:

View and edit accounts assigned to the
territory.
04. Now the feature is on and the user access

levels are set.
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Create a Territory Type
01. From Setup, enter Territory in the Quick Find box, then select Territory Types.
02. Click New Territory Type.
03. For the label, enter Titanium
Area.
04. For the description, enter the
required description.
05. Specify a priority of 01.
06. Click Save.
Create a Territory Model
01. From Setup, enter Territory in the

Quick Find box, then select Territory
Models.
02. Click New Territory Model.
03. For the label, enter Audi Cars.
04. For the description, enter Territory
model for the current fiscal year
05. Click Save.
Create a Territory
01. From Setup, enter Territory in the Quick Find

box, then select Territory Models.
02. Click View Hierarchy (Audi Cars).
03. Next to Audi Carss, click Create Territory.
04. On the New Territory page, for the label,
enter North and select the Audi Cars territory
type.
05. For the description, enter required description.
06. Continue the above steps to create Territory
hierarchy as given here.
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Assign a User to a Territory
01. On the HitechCity territory page, in the Assigned Users related list, click Manage Users.
02. In the Available Users list, select Users and click Add.
03. Click Save.
Creating Account Assignment Rules
01. From the Territory Models page in Setup,

open the Audi Cars territory model by
clicking View Hierarchy, and then open
the HitechCity.
02. In the Assignment Rules Assigned to This
Territory related list, click New.
03. On the rule edit page, for the rule’s name,
enter Madhapur PS Customer.
04. For the selection criteria, configure as
given in figure.
05. Set as Active – Check the box , Click Save
06. In the Assignment Rules Assigned to This Territory related list, click Run Rules.
Activating Ent. Territory Management
01. Open the record for the Audi Cars Territory model.
02. Click Activate, then click Activate again to accept the prompt.
Company Setting
Company settings are the collection of information about your organization. The Company Information page shows all the
important information about your company
Company Name and Used for billing and support Rupom Technologies, Ameerpet,
Information Address Hyderabad, 500049, India
Primary Also for billing and support Rupom Chakraborty

Contact
Default Locale Updating this one setting determines the way a ton of information English (United States)
is displayed within Salesforce (We cover this separately later)
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Default Currency applied to records English (United States) USD
Currency
Currencies List of all currencies used in the org USD only
Storage Used Those cat pics pile up fast! 27.3 GB (11%)
Licenses Includes Salesforce and feature licenses Salesforce Platform: 14 of 15 used

Available
Fiscal Year Fiscal Year Used in reporting and forecasting Standard, starting January
Information
Support Business These are used when escalation rules do their escalating Mon to Fri, 8AM to 8PM
Information Hours
Holidays Days that cases skip escalation Oct 02 (Gandhi Jayanthi)
Locale Date and Time Format mm/dd/yyyy or dd/mm/yyyy

Number Format 1,000 or 1.000 for one thousand
Name Order Last, First or First Last
Address Format Country, Zip Code, State, then Street
Phone Number Format (123) 456-7890 or +12 2345 67-0
Language All Text Standard tabs and fields
Online Help Text language in Help
Time Zone Event Start/End Time Calendar entries and events
Date or Time Fields
Setting Up Company Information
01. Click and select Setup.
02. Enter Company Information in the Quick Find box and select Company Information. This page displays your org’s
address, locale, time zone, currency, and lets you view storage used and licenses.
03. Click Edit.
04. Update the information as required by business:
05. Click Save.
Setting Up Multiple Currency
01. From Setup search for Company Information in the Quick Find, then select Company Information.
02. Click Edit.
03. Check Activate Multiple Currencies.
04. Click the Currency Setup button. The Active and Inactive Currencies will be listed out.
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05. In Active Currencies, click New.
06. Select a Currency Type. Currencies are alphabetized using their ISO currency codes.
07. Enter the conversion rate relative to your corporate currency. (More on conversion rates coming up.)
08. Specify the number of decimal places to display for amounts in this currency.
09. Click Save.
Update Conversion Rates
01. From Setup, enter Company Information and click Company
Information.
02. In the Active Currencies or Inactive Currencies list, click Edit Rates.
03. Enter the conversion rate between each currency and your
corporate currency.
04. Click Save.
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Email Management
Managing email administration in salesforce is called Email management.
Apex Exception Email
Email addresses that receive notifications when Apex code encounters unhandled exceptions. Emails can be sent to your Salesforce org’s
users and to external email addresses.
When an exception occurs, code execution halts. Any DML operations that were processed before the exception are rolled back and
aren’t committed to the database. Exceptions get logged in debug logs. For unhandled exceptions, that is, exceptions that the code
doesn’t catch, Salesforce sends an email that includes the exception information. The end user sees an error message in the
Salesforce user interface.
Salesforce sends two types of notification mails when potential issues with APEX code are detected:
• APEX warning mails, which are sent when a class or trigger exceeds 50% of an APEX governor limit
• APEX exception mails, which are sent when an unhandled exception occurs in a trigger or class
Compliance BCC Email

Compliance BCC email is to automatically copy each outgoing email to a
compliance email address. Check enable, enter the compliance BCC email
address for your organization, and click Save.
Deliverability
Deliverability settings is used to improve organization’s email deliverability.
To control the type of email that your organization sends, use the Access level option in the Access to Send Email section. The
available options include:
o No access: Prevents all outbound email to and from users.
o System email only: Allows only automatically generated emails, such as new user and password reset emails. Especially
useful for controlling email sent from sandboxes so that testing and development work doesn’t send test emails to your users.
Newly created sandboxes default to System email only.
o All email: Allows all types of outbound email. Default for new, non-sandbox organizations. Sandboxes created before
Spring ’13 default to All email.
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When using bounce management:
o If you also use Email Relay, make sure that your organization's email server allows the relaying of email sent from Salesforce.
o If an email to the address for a contact, lead, or person account bounces, an alert shows up next to the address. Other users
can’t send an email to the address until it’s updated or confirmed.
o Emails bounce to Salesforce and not to the sender's personal email account.
o Use the Bounced Contacts and Bounced Leads standard report to view a list of email all addresses that have bounced email.
The report includes the reason the email was bounced, the date the bounce occurred, and the contact, lead, or person
account that bounced the email.
To comply with your recipients’ email security frameworks like SPF:

o Check Enable compliance with standard email security mechanisms. This setting modifies the
envelope From address of emails sent from Salesforce. The header From address remains set to the sender's email
address. Usually security frameworks only check the envelope address.
o If you have recipients using the sender ID email authentication protocol, which isn’t widely used, check Enable Sender
ID compliance. This setting modifies the Sender field in the envelope of emails sent from Salesforce to automatically
include no-reply@Salesforce. All replies from the recipients are still delivered to the sender's email address. The
recipients’ email client (not Salesforce) may append the phrase “Sent on behalf of” to the From field of emails sent from
Salesforce.
Email Attachments
Salesforce can send files in email as attachments or links. This setting doesn't apply to mass email or list email.
Organization-Wide Email Footers
organization-wide email footers in salesforce is to apply common messaging to all emails sent from Salesforce.
Email to Salesforce
Email to Salesforce allows automatically log emails send from

third-party email accounts as activities on lead and contact
records in salesforce.com.
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Organization-Wide Email Addresses
An organization-wide email address associates a single email address to a user profile. Each user in the profile can send email using this
address. Users will share the same display name and email address.
Outlook Configurations
Outlook configurations define the settings that are applied to Salesforce for Outlook for specific groups of users.
Setting Up Outlook Config
A. Create Out Look Access Profile (Admin)
1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
2. Click New Outlook Configuration.
3. Enter a name and description of the configuration.
4. Select Active to activate the configuration.
5. Select Notify of product updates so that sales reps can see when upgrades for Salesforce for Outlook are available
to download.
6. Depending on the experience you want your reps to have, define some or all these settings.
7. Assign users and profiles
8. Email-related options for the Salesforce Side Panel, as well as add email and create cases
9. Sync direction
10. Conflict behavior
11. Field mappings
12. Matching criteria
13. Modification permissions
14. Advanced settings
15. Click Save.
16. Define data sets.
B. End User install the Offline
01. User personal setup
02. Desktop Ad-Ons and click on Salesforce for Outlook
03. Download Salesforce for Outlook.
04. Install in user local machine. Open and setup the account.
Classic Letterheads
A letterhead defines the logo, page color, and text settings for your HTML email templates.
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Creating Letterhead
1. From Setup, enter Classic Letterheads in the Quick Find box, then select Classic Letterheads.
2. Click Next if an introductory page appears.
3. Click New Letterhead.
• To view a letterhead, select the name from the list.
• To edit a letterhead, click the name from the list and choose one of the edit options: Edit
Properties or Edit Letterhead.
• To delete a letterhead, click Del next to the name. You cannot delete a letterhead that is used in
any HTML email templates.
4. Check Available For Use if you would like users to be able to use the new letterhead immediately.
5. Enter a Letterhead Label.
6. Enter a description for this letterhead.
7. Click Save.
Set Letterhead Details

1. Set the attributes for the letterhead.
• Click Edit Background Color, and enter a color for the background of your letterhead. Click the color
picker button to choose a color.
• Click Edit Header Properties, and select the color, alignment, and height for the top section of the
letterhead.
• Click Select Logo to include an image of your company logo in the top or bottom section of the letterhead.
2.
• To select an image, choose a folder, and click the document name to attach the document.
Alternatively, click Search in Documents, and enter the file name to search for documents by
name.
• Click Remove Logo to delete the image from the letterhead.
• Click Edit Top Line, and enter a color and height for a horizontal line below the header. Click the
color picker button to choose a color.
• Click Edit Body Colors, and enter the background color for the main body of your letterhead.
• Click Edit Middle Line, and enter a color and height for the middle border in your letterhead. Click
the color picker button to choose a color.
• Click Edit Footer Properties, and select a color, alignment, and height for the bottom section of
the letterhead.
• Click Edit Bottom Line, and
select a color and height of a
bottom horizontal line. Click the
color picker button to choose a
color.
3. Optionally, click Preview to display the
letterhead in a separate browser
window.
4. Click Save.
1. Do one of the following:

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• If you have permission to edit public templates, from Setup, enter Email Templates in the Quick
Find box, then select Classic Email Templates.
• If you don’t have permission to edit public templates, go to your personal settings.
Enter Templates in the Quick Find box, then select Email Templates or My Templates—
whichever one appears.
2. Click New Template.
3. Choose the Text template type, and click Next.
4. Choose a folder in which to store the template.
5. To make the template available for use, select the Available For Use checkbox.
6. Enter a name in Email Template Name.
7. If necessary, change the Template Unique Name.
Classic Email Templates

Predefined email format to increase productivity and ensure consistent messaging is called email template
Creating Letterhead
1. Do one of the following:
• If you have permission to edit public templates, from Setup, enter Email Templates in the Quick
Find box, then select Classic Email Templates.
• If you don’t have permission to edit public templates, go to your personal settings.
Enter Templates in the Quick Find box, then select Email Templates or My Templates—
whichever one appears.
2. Click New Template.
3. Choose the Text template type, and click Next.
4. Choose a folder in which to store the template.
5. To make the template available for use, select the Available For Use checkbox.
6. Enter a name in Email Template Name.
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7. If necessary, change the Template Unique Name.
8. If desired, choose a different character set from the Encoding dropdown list.
9. Enter a Description for the template. Both template name and the description are for your internal use
only.
10. Enter a Subject for the message.
11. Enter the text of the message.
12. If desired, enter merge fields in the template subject and text body. When you send an email, these fields
are replaced with information from your records.
13. Click Save.
Material Authored, Written and Prepared by

RUPOM CHAKRABORTY
Shyamla Plaza, Behind Mythrivanam, Ameerpet ,

Hyderabad, Telangana State India
Ph : 86 86 86 42 86
12

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Salesforce Course Material (Theoretical and Practical)

(Territory Management, Email Management, Company Profile) 5

Advantages of territory management:

• The ability to use account criteria to expand a private sharing model.

What Is a Territory Hierarchy?

Steps to Create Enterprise Territory Management :

01. From Setup, enter Territory in the Quick

02. Click Enable Enterprise Territory

03. Click Save to accept the default selection:

04. Now the feature is on and the user access

Create a Territory Model

01. From Setup, enter Territory in the

01. From Setup, enter Territory in the Quick Find

Creating Account Assignment Rules

01. From the Territory Models page in Setup,

Activating Ent. Territory Management

Primary Also for billing and support Rupom Chakraborty

Licenses Includes Salesforce and feature licenses Salesforce Platform: 14 of 15 used

Locale Date and Time Format mm/dd/yyyy or dd/mm/yyyy

Compliance BCC Email

Deliverability settings is used to improve organization’s email deliverability.

To comply with your recipients’ email security frameworks like SPF:

Organization-Wide Email Footers

Email to Salesforce allows automatically log emails send from

Set Letterhead Details

1. Do one of the following:

Classic Email Templates

Material Authored, Written and Prepared by

Shyamla Plaza, Behind Mythrivanam, Ameerpet ,

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