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Defining Geographies

Objective

After completing this lesson, you will be able to define geographies.

Defining Geographies

Once a geography has been defined, it can be used in the creation of a territory program. Once a geography has been created, the hierarchy can be set up.

Define a Geography

Steps

Navigate to Territory Admin → Geography.
Choose Create () on the right of the Geographies Hierarchy header.
The Add New Geography Hierarchy screen opens.
Required: Enter a Name for the Geography.
Enter a brief Description for the Geography.
Required: Enter the Effective Start Date.
Enter the Effective End Date.
Save the new Geography Hierarchy. Once you save, you cannot change the Effective Date values.

Result

The fields to add a new geography hierarchy are displayed on the Geographies Hierarchy page.

Creating a Geography Hierarchy

The creation of a geography hierarchy is optional and may be added to a territory program at any time. However, once a territory program has been distributed to participants in an organization, a geography element cannot be added without creating a new version of the territory program. Therefore, any geography elements must be added before distributing a territory program.

Create a Geography Hierarchy

Steps

From the Geographies Hierarchy workspace, choose a geography to open it.
Choose the Hierarchy tab.
Choose Create () on the right of the Hierarchy header. The Add New Geography screen opens.
Required: Enter a Name for the Geography hierarchy.
Enter a brief Description for the Geography hierarchy.
Select the Parent for this geography hierarchy.
Enter additional standard and custom information if necessary.
Required: Enter the Effective Start Date.
Enter the Effective End Date.
The Accounts Identification section is used for aligning accounts using an account attribute. For example, if you wish to align accounts using a postal Code you can align accounts that contain or equal a specific postal code. You can also align accounts using the mapping feature, covered in the next lesson.
1. Select the field or attribute you’ll be using to align the accounts, for example Postal Code.
2. Select the Operator to be used to find the accounts, for example equals or contains.
3. Add the Values to be used to align the accounts. For example, enter the postal code to be used for the geographic hierarchy. Choose Add (), enter a Value , and choose Add.
Repeat the steps if there is more than one Value.
Save your changes.

Result

The fields to add a new geography are displayed on the Geographies page.

Define a Geography and a Geography Hierarchy

Business Example

In this exercise, you'll learn how to define a geography and a geography hierarchy so that the geography can be aligned with territories.

ExerciseStart Exercise

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