A replay is now available for the CRM Territory Management 2.0 Webinar from the Veeva Commercial & Medical Summit. This recording is applicable to all regions.
Veeva and Salesforce have collaborated on an in-depth technical guide to assist with analyzing and remediating parts of your Veeva CRM org to be compatible with TM 2.0.
The following documents are attached to the bottom of this article and should be referenced before and during your conversion to TM 2.0:
- TM2 Customer Information Session (Veeva Summit) pdf - A PDF version of the most recent Summit presentation on TM 2.0
- Territory Management 2.0 FAQ - Frequently Asked Questions about all things TM 2.0
- TM2 Gap Analysis Guide - Provides guidance and details on what will need remediation and how Veeva recommends remediating
- TM2 Data Migration Guide - Provides step-by-step instructions for moving your Territory Management data into the TM2 data model
You can learn Territory Management 2.0 skills by completing this Salesforce Trailmix!
Correction: At 14:54 minutes into the video, the Salesforce TM2 object name is ObjectTerritory2Association and not ObjectTerritory2Assignment.