Security and Access Best Practices: Mastering Salesforce Territory Management (Virtual)

Jan 29, 11:30 PM – Jan 30, 12:30 AM (UTC)

Salesforce Admin Group, San Antonio, United States

Join us for part 3 of our Security and Access Best Practices series, tailored specifically for new and experienced admin...

About this event

Join us for part 3 of our Security and Access Best Practices series, tailored specifically for new and experienced admins. This session focuses on Salesforce Territory Management, a powerful tool to align sales teams, control record access, and support scalable growth. Learn how Territories differ from role hierarchy, org-wide defaults, sharing rules, and account teams. Understand how Territory Management impacts data visibility, access, reporting, and forecasting.

Explore when Territory Management is the right solution and when it can add unnecessary complexity. We'll walk through best practices for designing, activating, and maintaining territory models. Gain practical insights from real-world scenarios and common admin challenges.

Don't miss this opportunity to enhance your Salesforce skills and network with fellow admins. RSVP now and take a significant step towards mastering territory management!

Speakers

  • Elizabeth Pembridge

    Astound Digital

    Lead Consultant

  • Brady Logan

    Astound Digital

    Lead Consultant

  • Emilee Demore

    Astound Digital

    Lead Consultant

Group Leader

  • Emilee Demore

    Astound Digital

    Community Group Leader

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