Creating business territories

2 Tasks

10 mins

Pega Sales Automation

Pega Sales Automation '23 Pega Sales Automation 8.8 Pega Sales Automation 8.7 Pega Sales Automation 8.6 Pega Sales Automation 8.5 Pega Sales Automation 8.4

Visible to: All users

Beginner Pega Sales Automation English

Scenario

Your business is opening a new branch in Australia. An Australian territory needs to be added, and local business territories need to be created using the following territory hierarchy: Global will be the parent territory for Australia, and Australia will be the parent territory for Queensland and Victoria. 

Sophia Anderson will manage Australia and Benjamin Miller will manage Queensland and Victoria.

Use the following credentials to log in to the exercise system:

Role	User name	Password
System operations	salessampleops	rules
Sales representative Benjamin Miller	bmiller	rules

Your assignment consists of the following tasks:

Task 1: Create the territory hierarchy for Australia.

Task 2: Add members to the territory.

Task 3: Confirm your work.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

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Challenge Walkthrough

Detailed Tasks

1 Create the territory hierarchy for Australia

1. Log in to your exercise system as sales operations user.
   1. In the User name field, enter salessampleops.
   2. In the Password field, enter rules.
2. On the left, in the Navigation panel, click Create > Territory.
3. In the Create Territory form, enter the following information.
   1. Territory dimension: Region
   2. Name: Australia
   3. Parent territory: Global
   4. Owner: Sophia Anderson
4. Click Submit to add the territory record.
5. Repeat steps 2 and 3 for Queensland.
   1. Territory dimension: Region
   2. Name: Queensland
   3. Parent territory: Australia
   4. Owner: Benjamin Miller
6. Repeat steps 2 and 3 for Victoria.
   1. Territory dimension: Region
   2. Name: Victoria
   3. Parent territory: Australia
   4. Owner: Benjamin Miller

2 Add members to the new territories

1. On the left, in the Navigation panel, click Territories.
2. Click Australia.
3. Click Actions > Manage users.
4. In the Manage users dialog box, click Add.
5. In the User name table, in the dropdown list, select Benjamin Miller.
6. Click Submit.
7. Repeat steps 2-6 to add Noah Smith to the Victoria territory.

Confirm your work

1. Log in to your exercise system as sales representative Benjamin Miller
   1. In the User name field, enter bmiller.
   2. In the password field, enter rules.
2. On the left, in the Explorer panel, click Forecast. The Forecast page is displayed.
3. In the Forecast territory dropdown list, verify that the following territories are present: Australia, Queensland, Victoria.

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Available in the following mission:

• Sales Automation Low-Code Developer v7