Salesforce will retire Territory Management 1.0 from June 2021. Veeva CRM will be Territory Management 2.0 enabled from 19R3 (december 2019), offering a transition period of 18 months to prepare for this change.
Start preparing now! Implications are significant and my impact all custom code and integration. Trueson can assist you in making this transition as smooth as possible.
Our services include:
- Technical and functional analysis; assess integration components, custom reports, MyInsights reports, data load process, CLM
- Remediation plan execution
- Data migration including reloading of territory hierarchy and user-to-territory assignments in new datamodel
Contact us to discuss your needs and possibilities!