Question:
How are territory values defined in specific Territory Utilities methods in Veeva CRM?
Answer:
The affected objects and fields are as follows:
Account
- Territory_vod__c - System-Handled
- Territory_Test_vod__c - System-Handled
Brick_to_Terr_vod__c
- Territory_vod__c - Customer-Editable
Zip_to_Terr_vod__c
- Territory_vod__c - Customer-Editable
Account_Territory_Loader_vod__c
- Territory_vod__c - System-Handled
- Territory_To_Add_vod__c - Customer-Editable
- Territory_to_Drop_vod__c - Customer-Editable
The delimiter for the values of these fields is a semi-colon.
Example:
;territory1;territory2;territory3;
Each territory value is the name of the territory, not the developer name. It is required to begin and end the values with a trailing semi-colon. When using the Territory To Add and Territory To Drop fields of the ATL object and the Territory_vod__c fields of the Zip to Terr and Brick to Terr objects, it is necessary to keep this convention.
It is also necessary to keep this format when only one record is provided.
Example:
;territory1;
Related Documentation:
CRM Help Documentation:
Knowledge Article:
- Data Loaded Account Territory Loader Records are Not Working in CRM
- How to Locate Zip To Terr, Brick To Terr, Account Territory Loader Records Which do not Have Closing Semi-Colon Characters in their Territory_vod__c Fields in Veeva CRM?