1. How do I set up Sales Territories?
  2. Create Parent and Child Territories with a Proposal Using Import

Create Parent and Child Territories with a Proposal Using Import

In this example, you create a territory and child territory, each with an owner and dimensional coverage. You import the territories to an empty proposal and then activate the proposal.

The parent territory is for a sales manager, and a child territory for a salesperson , under the NA Diagnostics territory branch owned by Kerry Evans. The sales manager territory is owned by Mateo Lopez and the child territory is owned by Lisa Jones.

You can create multiple levels of territories within a single Sales Territory import file. When you create a hierarchy of territories in a single import file, enter a UniqueTerritoryNumber for your parent territory in the sales territory import file. Then you can use this same number as the ParentUniqueTerritoryNumber of your child territories. Another reason to enter a UniqueTerritoryNumber is you can use the same UniqueTerritoryNumber in the child import files (sales territory resource, sales territory coverage, and sales line of business). Here are other things to keep in mind:

  • Include the Proposal Number when creating a new territory that's part of a proposal. It's a good idea to set the unique territory number to a combination of the Territory Number and the Proposal Number. A territory proposal must be created in advance. The import process doesn't automatically create proposals when importing territories.

  • When creating a new territory, the processing of the sales territory object import activity should complete prior to processing any of the sales territory child object (sales territory resource, sales territory coverage, sales territory line of business) import activities. The sales territory child object import activities can be processed in any order.

  • The Import from Template feature can be used to group the uploading and processing sequence of individual sales territory, sales territory team, and sales territory coverage files.

Create a New Empty Proposal

  1. Navigate to Sales > Territories.

  2. Click the Sales Territories Hierarchy tab.

  3. Click Manage Proposals.

  4. Click Create.

  5. Name the proposal Create Sales Manager and Salesperson Territory.

  6. Click Save and View.

  7. Expand the Details section and note down the proposal number. In this example it's CDRM_40012.

  8. Click Done twice.

Create Your Import Files

You need this information to start:

  • Parent Territory NA Diagnostics has the unique number: 26088

  • Salesperson Lisa Jones has the resource registry ID: 15

  • Sales Manager Mateo Lopez has the resource registry ID: 16534

  • The proposal number you noted, 40012 in this example.

You can save a copy of an exported Sales Territory and an exported Sales Territory Coverage file to use as templates for the import files.

  1. Open an exported Sales Territory CSV file.

  2. Replace the field values with these territory definitions:

    UniqueTerritoryNumber

    TerritoryNumber

    ProposalNumber

    CoverageModel

    Name

    StatusCode

    TypeCode

    ParentUnique TerritoryNumber

    OwnerResource Number

    Description

    JC1234_CDRM_40012

    JC1234

    CDRM_40012

    SALES_ACCOUNT_CENTRIC

    NA Diagnostics - San Mateo

    FINALIZED

    PRIME

    26088

    16534

    Large Customers in San Mateo County - Diagnostic products

    JC5678_CDRM_40012

    JC5678

    CDRM_40012

    SALES_ACCOUNT_CENTRIC

    NA Diagnostics - SC and RWC

    FINALIZED

    PRIME

    JCT1234

    15

    Large Customers in Cities San Francisco - Diagnostic products

  3. Save the file to the new file name Active Parent and Child Territory Proposal Import.csv.

  4. Open an exported Sales Territory coverage CSV file.

  5. Replace the field values with these values for Mateo's territory coverage:

    UniqueTerritoryNumber

    TerrDimensionCode

    CoverageType

    ProductGroupNumber

    ProductGroupName

    CustomerSizeCode

    AddressCountry

    AddressCounty

    AddressCity

    JC1234_CDRM_40012

    Prod

    REGULAR

    300000095942114

    Diagnostics

    (Leave blank)

    (Leave blank)

    (Leave blank)

    (Leave blank)

    JC1234_CDRM_40012

    CSize

    REGULAR

    (Leave blank)

    (Leave blank)

    LS_LARGE

    (Leave blank)

    (Leave blank)

    (Leave blank)

    JC1234_CDRM_40012

    Addr

    REGULAR

    (Leave blank)

    (Leave blank)

    (Leave blank)

    US

    San Mateo

    (Leave blank)

  6. Add values for Lisa's territory coverage to the same file:

    UniqueTerritoryNumber

    TerrDimensionCode

    CoverageType

    ProductGroupNumber

    ProductGroupName

    CustomerSizeCode

    AddressCountry

    AddressCounty

    AddressCity

    JC5678_CDRM_40012

    Prod

    REGULAR

    300000095942114

    Diagnostics

    (Leave blank)

    (Leave blank)

    (Leave blank)

    (Leave blank)

    JC5678_CDRM_40012

    CSize

    REGULAR

    (Leave blank)

    (Leave blank)

    LS_LARGE

    (Leave blank)

    (Leave blank)

    (Leave blank)

    JC5678_CDRM_40012

    Addr

    REGULAR

    (Leave blank)

    (Leave blank)

    (Leave blank)

    US

    (Leave blank)

    San Francisco

  7. Save the file to the new file name Active Parent and Child Territory Coverage Proposal Import.csv.

Import Your Files for Active Territories

Import the sales territory file first to create the parent and child territories. Then import the sales territory coverage file to add the new coverage for both territories.

  1. Navigate to Import Management.

  2. Click Create Import Activity.

  3. Enter these options.

    Field Name

    Value

    Name

    Import Parent and Child Territory in Proposal

    Object

    Sales Territory

    File Name

    Active Parent and Child Territory Proposal Import.csv

    Import Mode

    Update and create records

  4. Click Next.

  5. In the Map Fields page, click Next.

  6. Click Submit.

  7. Verify that the import activity completed successfully.

Next, import the sales territory coverage file:

  1. In the Manage Imports page, click Create Import Activity.

  2. Enter these options.

    Field Name

    Value

    Name

    Import Parent and Child Territory Coverage in Proposal

    Object

    Sales Territory Coverage

    File Name

    Active Parent and Child Territory Coverage Proposal Import.csv

    Import Mode

    Update and create records

  3. Click Next.

  4. Click Next.

  5. Click Submit.

  6. Verify that your import completed successfully.

Review Your Imported Territories and Activate the Proposal

Check your imported territories before you activate your proposal.

  1. Navigate to Sales > Territories.

  2. Click More Details.

  3. Click Manage Proposals.

  4. Click Create Sales Manager and Salesperson Territory.

  5. Search for the territory NA Diagnostics - San Mateo.

  6. Select the territory and click View in Hierarchy.

  7. The territory appears in the Territories table. Expand the hierarchy to see the child territory.

  8. Click Show Dimensions. Review the coverage details for both territories.

  9. Click Activate.

  10. If you get a warning about the activation date, click Yes.

  11. Use Refresh to monitor the progress of the activation process. On completion the proposal appears in the Completed Proposals list.

Your changes are available in your active territories.

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