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Why use Territories?   If you have a global organisation then you probably work with territories/regions. These may represent standard territory names such as EMEA, APAC, Europe, N.A or they may represent internal classification. I.e one of my client uses his subsidiaries as territories. You might think “why do we need territories? We can use...

I often get asked how to connect a distributor to a deal so the deal will show both the distributor and the end customer. Since Salesforce doesn’t come with a predefined solution I thought I’d share my solution here.   Accounts are not there just to Represent Customers If they would, the object would have...