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Mirror territory shared calendar configuration

Key Takeaway

To show a mirror territory's events in the Calendar, create two custom text fields on the Territory2 object, map their API names in "Territory Management Settings", and fill in those fields on each territory record.

Mirror territory configuration lets users of the Life Sciences Customer Engagement Calendar see events from a shared (mirror) territory next to their own schedule. Life Sciences finds the mirror relationship in custom fields on territory records, so an admin has to set those fields up first. After setup, users view the mirror territory's events in "Shared Calendar".

What the setup involves

"Configure Mirror Territory" is one of the setup tasks for the Life Sciences Customer Engagement Calendar. To configure it, an admin needs the "Life Sciences Commercial Admin" permission set.

The setup has three parts. First, you create two custom fields on the Territory2 object. Next, you map those fields in Territory Management Settings. Last, you fill in the fields on each territory record that has a mirror territory.

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