How can I configure and extend application pages for territories?

Using Application Composer, you can modify many items that appear on the application pages for sales territories.

Use Application Composer to modify these pages:

• Territories landing page

• Create Territories page

• Details page (see a discussion of subtabs in the Details page section)

Make changes such as these examples:

• Hide or show standard fields.

• Set fields as required.

• Set field default values.

• Reorder columns.

• Change column labels.

• Add custom fields (all types).

Note: To extend the application pages for territories, use the Sales Territory object in Application Composer.

Territories Landing Page

You can modify the Territories landing page. For example, you can hide standard fields or show custom fields.

1. Navigate to the Sales Territory object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Landing Page Layouts, duplicate the standard layout to create a new layout.

Create Territories Page

You can modify the Create Territories page. For example, you can hide standard fields, make a field required, add a default value, and show custom fields.

1. Navigate to the Sales Territory object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Creation Page Layouts, duplicate the standard layout to create a new layout.

   To enhance run time usability for your end users, optionally group custom fields into field groups.

Details Page

The Details page consists of multiple subtabs that display along the side of the page. You can modify most of these subtabs. You can also add subtabs to display records from child or related objects, for example.

To add custom fields to certain subtabs available from the Details page, you must first navigate to those subtab target objects in Application Composer to create the fields. After creating the fields on the target object, you can then navigate back to the desired details page layout for the Sales Territory object to add those fields to the specific subtabs.

1. Navigate to the Sales Territory object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, under Details Page Layouts, duplicate the standard layout to create a new layout.

4. When making changes to the Details page, select the subtab you want to change first. These subtabs are available from the Details page. Use the subtabs to configure which standard and custom fields display at run time. You can also add a new tab.

   • Summary

   • Dimensions

     This tab isn't extensible.

   • Inclusions

     This tab isn't extensible.

   • Exclusions

     This tab isn't extensible.

   • Team Members

     Use the Sales Territory Resource object to create custom fields as needed.

   • Child Territories

     Use the Sales Territory object to create custom fields as needed.

Custom Territory Attributes

Assign territories using the custom territory attributes. For example, if your organization want to track revenue by different groups of salespeople within their territories - one group to focus on new customers while another group for subscription renewals. Create custom territory attributes to track revenue from both the groups separately. This means that the records are matched with the revenue, based on a new territory or a renewal territory.