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Dreamforce 2017

Developer Strategies From the Territory Management Trenches

2: Account territory alignment automation

  • Logic is in ETM_Batch_UpdateTerritoryValues.cls
  • Sorry about the map at the top, that should have moved to metadata as I did in challenge #6

3: Control access to custom objects

NOTE: this is untested outside of my production environment

  • Main logic is in ETM_PriceAgreementsService.cls
  • Called by triggers on PriceAgreement_Account__c, Territory2, and UserTerritory2Association
  • The prior batch class ETM_Batch_UpdateTerritoryValues.cls calls as well
  • The service may batch updates with ETM_Batch_AgreementShares.cls

5: I have a territory covering 1000 postal codes!

  • Both solutions are implemented in ETM_Account.trigger

6: I want to control alignment timing

  • Start with the batch class ETM_Batch_CopyShadowFields.cls
  • Support logic in ETM_AccountsService.cls
  • Field mapping in custom metadata row Account_Visible_To_Shadow
  • lightning component can be accessed at /c/ETM_App.app

7: Save me from a territory disaster!

See queries here

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