A client is using Enterprise Territory Management. What type of report should a Consultant recommend and what field should they use for unit assignment when creating a data set?
According to the Trailhead module3, this is the correct type of report and field for creating a data set that integrates with Enterprise Territory Management. An Accounts and Territories report can show the accounts that are assigned to territories, and the Territory Id field can be used to assign units to areas based on their territory membership.
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Dominga
3 days ago