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230  Points
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Looking for increased flexibility on territory management

Currently, Territory Assignment rules on an Account can only look at the fields on the account record itself.  There would be great value to multiple companies to be able to leverage data on records that the account looks up to, or fields on a… Show more

0 comments · 1 month ago

50  Points
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NPSP Customizable Rollups Should Allow Rollups by Future Dates

NPSP Customizable Rollups Are Great! It's far superior to any other rollup tool I have encountered in my years as an admin. It doesn't let you do one thing though: roll up opportunities with dates in the future. My organization accepts multi… Show more

1 comment · 7 months ago

60  Points
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Allow custom lookup fields on territory object

When creating a new territory, I want to have a custom lookup field on the page layout. Seems I can create any type of custom field except lookup fields.

1 comment · 2 years ago

50  Points
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Opportunity Split Forecasting with Revenue/Quantity Schedule

Taking the idea, "Forecast based on Revenue/Quantity Schedule Date" further to apply that to Opportunity Splits within Collaborative Forecasting.  We have a large percentage of deals where individual rep forecasts are based on their split… Show more

0 comments · 1 year ago

10  Points
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Support Territories in Opportunity Splits

In our commission model, we commission the whole territory, not a single rep. Sometimes we need to split commission between two territories. We cannot track that in Salesforce using Opportunity Splits. Please consider allowing territories to be used… Show more

0 comments · 20 days ago

180  Points
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Evaluate an account against ETM rules when it’s updated in Lightning

Evaluate an account against Enterprise Territorty Management rules when it’s updated and saved in Lightning Experience as it is currently done in Salesforce Classic. Per the help page "Use Rules to Assign Accounts to Territories": "In… Show more

6 comments · 1 year ago

20  Points
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Provide standard forecasting report type for Collaborative Forecasts

currently, we need to create a custom report type for Collaborative Forecasts. Please provide standard report type as it was available under customizable forecasting.

0 comments · 24 days ago

40  Points
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Include Total Calculation for all forecast categories

In Lightning the total calculation for all forecast categories seems to be missing.  This calculation can be seen in the Classic UI but not in Lightning and has become a reliable value our sales reps and managers use daily.  Please include this in… Show more

1 comment · 9 months ago

150  Points
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Lightning Forecast improvement suggestions

(1) Under Settings - Forecasts - Forecast Settings, you shouldn't be limited to only three date types (currently close date, product date, and schedule date), but rather be given more choices similar to how you can filter any report by any date… Show more

0 comments · 1 month ago

150  Points
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Idea has been posted. Give it an upvote or downvote.

Schedule the Running of Territory Rules

Add the ability to schedule the running of a territory rule at the territory or parent levels. This will help make sure the data is clean and admins won't have to remember to periodically refresh assignments. Having the flexibility to schedule… Show more

1 comment · 1 year ago

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