As you create and manage your territory plan, the resources in this section provide details and instruction on Fullcast’s rule-based approach to territories. Here are a few specific resources to help you get started.
Account Data Grid Actions | |
| For tasks such as reviewing account data, territory structure, and changes that are being proposed, you’ll need to use the data grid. Get started using the Account Details Grid |
Territory Hierarchy Management | |
| The Territory Hierarchy menu allows you to edit territories, view the rule structure, rerun rules, and commit changes for one or multiple segments. Learn more about Creating and Managing Territories |
Territory Rules Engines | |
| Fullcast Rules Engines let you define territories in multiple ways. You can also create rules for managing account families within the territory rules. Check out these key articles: |
Moving and Naming Accounts | |
| The value of Fullcast is the ability to create and enforce rules-based territories. However, we know there are times when you will need to make exceptions, such as manually moving accounts and pinning or naming them to a territory. Check out these key articles: |
Salesforce Lightning Actions | |
| Fullcast provides an out-of-the-box set of actions that allow your team to manage territories and account alignment from within Salesforce. Get started with Configuring the Change Owner Workflow in Salesforce |
