Run the Refresh Territories from Resources Process

If you enabled forecasting by territory owner in Setup Assistant, this topic is for you. Whenever you import sales users (resources), you must refresh territories by running the Refresh Territories from Resources process. If you're using address, product, or another sales territory dimension to assign opportunities, then you can skip this setup entirely.

The Refresh Territories from Resources process runs automatically before each forecasting window. If you run the process immediately after importing sales users, you assure that users get to see forecasts immediately rather than having to wait for the next forecasting period. The process updates the territory hierarchy to match your resource hierarchy, with the resources as territory owners.

1. Click Navigator > Tools > Scheduled Processes.

2. On the Overview page, click Schedule New Process.

3. In the Schedule New Process window, enter Refresh Territories from Resources in the Name field and press Return.

4. Select the process and click OK.