Configure and Extend Territory Management

You can modify a variety of regions in Territory Management using Application Composer. Application Composer lets you create custom fields, actions, and links, which you then add for display.

You can also create custom child objects, which you can add to certain pages as subtabs or tree nodes.

This topic addresses the configurability of the More Details pages only. To understand how to configure the set of application pages for these objects, see the related topic.

To access Application Composer:

  1. Go to the Navigator menu.

  2. In the Configuration section, select Application Composer.

Understanding Which Territory Pages Are Extensible

To modify Territory pages, you need to know which pages and regions are extensible, and which options to select in Application Composer to make those changes..

These Sales objects are associated to Territory pages:

  • Sales Territory

  • Sales Territory Proposal

  • Sales Territory Resource

This table lists Territory pages and regions, and the related objects that you can access in Application Composer to modify those pages. For example, the Territory Team subtab on the Edit Territory Proposal page, Profile tab is extensible. To create custom fields that you can later add to the Territory Team tab, you must select the Sales Territory Resource object in Application Composer and create your custom fields.

Territory Page

Territory Region

Underlying Business Object

Overview page

Search dialog

Sales Territory

Overview page

Details region for a selected territory, Summary region on the Profile tab

Sales Territory

Overview page

Details region for a selected territory, Additional Information region on the Profile tab, Territory Team tab

Sales Territory Resource (child object of Sales Territory)

Overview page

Current Territory Proposals region

Sales Territory Proposal

Overview page

Completed Territory Proposals region

Sales Territory Proposal

Creation page

Create Territory Proposal dialog from the Current Territory Proposals region

Sales Territory Proposal

Details page

Details region for a selected territory, Profile tab, Summary region

Sales Territory Proposal

Next, expose your custom fields by accessing the appropriate Application Composer configuration page, listed in the following section.

Note: To make only minor user interface changes to Territory pages without creating new objects or fields, use Page Composer instead of Application Composer.

Adding Your Changes to the User Interface Pages

To add custom fields to the Territory regions listed in the table in the previous section:

  1. Navigate to the Application Composer Overview page.

  2. In the object tree, select the Sales Territory or Sales Territory Proposal object.

  3. Select the Fields node and create your custom fields.

  4. Select the Pages node.

  5. On the Desktop Pages tab, select the configuration page hyperlink related to the Territory region that you want to modify.

This table indicates which Sales objects populate which Territory pages and regions, as well as Application Composer configuration pages where you can make user interface changes on those pages and regions.

Business Object

Configuration Page in Application Composer

Related Territories Page

Related Territories Region

Sales Territory

Select the Pages node for this object, then click Edit Local Search.

Search Territories page from the Overview page

None

Sales Territory

Select the Pages node for this object, then click Edit Summary Form.

Overview page

Details region for a selected territory, Summary region on the Profile tab

Sales Territory Proposal

Select the Pages node for this object, then click Current Territory Proposals Page.

Manage Territory Proposals page

Current Territory Proposals region

Sales Territory Proposal

Select the Pages node for this object, then click Completed Territory Proposals Page.

Manage Territory Proposals page

Completed Territory Proposals region

Sales Territory Proposal

Select the Pages node for this object, then click Edit Creation Page.

Manage Territory Proposals page

Create Territory Proposal dialog from the Current Territory Proposals region

Sales Territory Proposal

Select the Pages node for this object, then click Edit Summary Form.

Territory Proposal page

Details region for a selected territory, Profile tab, Summary region

Sales Territory Proposal

Select the Pages node for this object, then click Edit Summary Form.

Territory Proposal page

Basic Information tab on the Edit Territory Proposal dialog from the Territory Proposal page