Track Territory Collaboration and Audit Trails

How do you track collaboration and audit trails during territory design?

Territory design often involves multiple people proposing account moves, locking accounts, and commenting on coverage logic. Those actions need to be visible before changes move into a production Salesforce model.

This walkthrough shows BoogieBoard activity streams, scenario collaboration, draft mode, account locks, and comments. Admins can see who changed what, why the change happened, and which scenario it belongs to.

The result is a territory planning process with accountability built in, not a set of disconnected spreadsheet edits.

Transcript

Full audit history, activity stream and collaboration capabilities when designing territories. If I'm letting users propose account movements and territory assignments, I'm going to want to see what actions they're taking and why. I can set them up with their own sandbox and their own scenario so that they can enter draft mode and not impact anyone else's version. But often I will also have them working collaboratively or well, I'll need to see an activity stream or issue comments. I can see that Kevin Davis locked this account to this territory 13 minutes ago and for the reason it's going to provide the filter that he was using to get to that account. He could also log comments if I wanted him to only have view access to the scenario. Since I'm an admin, I may need to do this on a more granular basis as well. So I've got a full dashboard for what's happening in Boogie board. I can view what's happening in different scenarios before I would do anything like merge into my active production salesforce scenario. I could also just give users view access to our blueprint.

Blueprint is where we have all of the elements that are eventually going to feed our rules of engagement for territories and I can invite collaborators in here to come and make a simple comment on logic or territory assignments

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