How To Define Geography
(Doc ID 2067866.1)
Last updated on JUNE 21, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 126.96.36.199.0 and later
Information in this document applies to any platform.
You must import and set up reference geography data for the countries where you do business if you are setting up sales territories using geography as one of your dimensions or want to validate address entry.
Vision Corp. is doing both. It plans to set up sales territories based on states in the U.S., so it must import geography data for the U.S. Also, Vision Corp. wants its salespeople to use a list of values to enter the states in their addresses. The state in the address must be validated because invalid entries would cause opportunities to be left out of forecasts.
You must enable validation to the level of granularity you need for your territories. For example, if Vision Corp. decided to set up territories at the postal code level, then the company would have to set up validation for state, city, county, and postal code.
How to define Geography ?
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