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DriveWorks Pro 24
Territory Administration

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This section is specific to the DriveWorks CPQ Sales Portal for DriveWorks CPQ DriveApp please see Introduction to the DriveWorks CPQ DriveApp.

Territory Administration

A CPQ Sales Portal System Administrator or CPQ Sales Portal Administrator license is required to administer territory data within the CPQ Sales Portal.

Description

The Territory business object defines a region that can be linked to a collection of accounts.

For example, you may have a territory business object record for Europe North, Asia-Pacific or North America.

Use cases

The territory has no impact on the default functionality of CPQ but can be used for filtering accounts in the accounts view.

It can also be used in your own projects and rules by filtering your account queries.

Attributes

Attribute nameTypeDescriptionDetails
NameTitleThe name of the territory

Constraint Type: Text

Is Constraint Nullable? False

Default Value: -

Minimum Length: -

Maximum Length: -

Allow Multiple Lines: False

Description-A description of the territory

Constraint Type: Text

Is Constraint Nullable? False

Default Value: -

Minimum Length: -

Maximum Length: -

Allow Multiple Lines: False

PriceListRelationThe default price list that will be used if an account is linked to a quote and no price list is linked with the account.

Business Object: PriceList

Is Constraint Nullable: False

ParentTerritoryRelationDefines a parent territory

Business Object: Territory

Is Constraint Nullable: True