Chapters

Role Groups

Importing Roles from Salesforce

Creating New Roles

Roles can be created in the Roles View by clicking the “Create Role” button. Clicking the button opens the Role Creation Form.

Name Name of the role which will be displayed across the application.

Role Type Dropdown list containing the three BoogieBoard role types.

Role Types

Description Optional internal notes about the role. This field is for reference only and has no functional impact.

Linked Roles Multi-selection field. Use the field to search for values, click to add, delete the tag to remove

Role Naming Best Practices

BoogieBoard’s role system is flexible by design, and this flexibility is extendable through consistent, scalable naming conventions. Proper role naming makes it easier to design balanced territories, configure automation rules, and implement advanced concepts like Role Linking covered in the next section.

Whether you’re designing your first territory model or expanding an existing one, role names should reflect organizational hierarchy or functional level, rather than regional or segment-specific qualifiers.

Why Naming Matters

The name you give to each role isn’t just cosmetic, it defines how BoogieBoard organizes and distributes accounts. Role names are used to:

• Group roles together during account distribution
• Apply balancing rules and distribution logic
• Enable Role Linking to create groups of subroles.
• Control visibility and reporting in the platform
• Sync with CRM role identifiers (if applicable)

Poor naming can limit your ability to model your GTM in a perfectly accurate way.

Recommended Naming Patterns

• DO use titles that reflect job function and level.