Skip to main content
hamburger menu Created with Sketch.
We are currently experiencing an issue with creating new support tickets from the Help Center portal. Some users are unable to select the appropriate form when submitting their tickets. We are working to resolve the issue.

Search the Knowledge Base

Can A Salesforce Platform User Create or Run Territory Rules in Veeva CRM?

  • Updated

Question:

Can a Salesforce Platform User create or run Territory Rules in Veeva CRM?

Answer:

No, Platform Users are not able to perform Territory Management tasks, the access to that function is controlled by the Manage Territories permission, which is only available for Salesforce license users

Related Documentation:

SFDC Help Article: SFDC Use Rules to Assign Accounts to Territories 

Powered by Zendesk