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DealerTeam

Select Region for a Location

Goal

Learn how to select a Region for a Store Location. Regions are logical groups of business units. Each Location is optionally parented by a Region. This level of hierarchy supports reporting enhancements as well as standard and custom business logic.

After reading this article you will be able to:

  • Navigate to the location object
  • Select a region for the location

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

 

Step One: Navigate to the Locations Object

  1. Click the All Tabs (+) icon . 

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  1. Scroll down and click Locations.

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Step Two: Select a Region for the Location

  1. Select desired location.

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  1. Click Edit.

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  1. Click the search icon next to the Region field.
  2. Select desired region name.

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Note: If the desired Region is not available, type in the desired region in the Search bar then click Go! Result will populate.

 

  1. Click the Save button.  

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