Bookshelf v7.8: Administrator Setup Tasks for Territory Management

Table 2 lists and describes the administrative setup tasks that are specific to Siebel Territory Management. The table also directs you to documentation that provides information about each task.

Table 2. Territory Management Administrative Tasks
Administrative Task	Description	For More Information
Setting up accounts and contacts	If you are going to be assigning accounts and contacts to territories, make sure that the data for these objects is accurate and complete.	Applications Administration Guide
Setting up assets	If you are going to be assigning assets to territories, make sure that the data for these objects is accurate and complete.	Siebel Field Service Guide
Setting up geo zones (or bricks)	You can define your territories by geo zone instead of by postal code. For example, if your syndicated data is provided for geo zone, then define your territories by geo zone.	Siebel Life Sciences Guide
Setting up divisions and positions	In Territory Management, sales forces are represented by divisions. Before territory hierarchies can be created, you need to create a division and the positions for the employees who are to be assigned to territories.	Setting Up Divisions and Positions for Territory Management
Setting up a territory hierarchy and territory records	Part of this set up process is to list (create records for) all the territories that the sales forces in your hierarchy use. You can choose later (through rules) how you want to define these territories and (through nodes) which territories you want to include in a given alignment.	Setting Up a Territory Hierarchy
Setting up territory nodes in the hierarchy	Territory nodes define which territories are active (available for assignment) and territory nodes determine the structure of the hierarchy.	Setting Up Territory Nodes
Setting up Assignment Manager's load splitter	Set up of the load splitter is required for running and activating alignments. Make sure to set the ActivationLoadBalancerConfig and RunAlignmentLoadBalancerConfig system preferences to the Configuration IDs for the load splitter configurations that you want to use.	Siebel Assignment Manager Administration Guide (for Assignment load splitter configuration)