BoogieBoard and ETM

Using the BoogieBoard Enterprise Territory Management (ETM) integration is the recommended approach that leverages Salesforce's native territory management capabilities.

How ETM Works

When you enable Enterprise Territory Management in Salesforce, it adds standard territory objects to your org. BoogieBoard directly populates these native Salesforce objects, making your BoogieBoard territories appear seamlessly within Salesforce's interface.

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See Also: Salesforce ETM Setup Guide External link to Salesforce Documentation website

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Key Benefits

• Native Integration: Territories appear as standard Salesforce objects
• Scalability: Supports up to 100,000 individual territories per model
• Flexibility: Organize territories by geography, industry, product line, or custom segments
• Standard Functionality: Full access to Salesforce's built-in territory features like quota & forecasting
• Territory Modeling: ETM allows up to 4 Territory Models to report and validate proposed territories

Territory Roles & User Assignment

BoogieBoard automatically defines roles on territory nodes that map directly to Salesforce's Territory2 object structure:

Role Definition Process

1. Territory Node Analysis: BoogieBoard analyzes your territory plan structure and user/role assignments
2. Automatic Role Creation: Creates appropriate Territory2UserAssignment records with predefined roles