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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 

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