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B. Metadata API Support
ETM supports the Metadata API, allowing developers to programmatically access, deploy, retrieve, and manage configurations for territories. This capability is essential for automating setup processes, integrating with version control systems, and facilitating migrations between Salesforce environments.
C. Integration with Collaborative Forecasting
ETM integrates with Salesforce's Collaborative Forecasting feature, enabling sales organizations to create more accurate forecasts based on territory alignment. This integration allows for the aggregation of forecast data according to the hierarchical territory structure, improving the visibility and predictability of sales performance across different territories.
E. Assignment of Territory on Opportunities
With ETM, territories can be automatically or manually assigned to opportunities. This ensures that opportunities are aligned with the correct sales territories, aiding in reporting, forecasting, and ensuring that the right sales teams or individuals are working on the appropriate opportunities based on the territorial assignment....