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Advanced Configuration Options

Posted May 6th, 2009 in Certified Administrator by John Coppedge

Describe the Client Management feature

The “Client Management feature” refers to the use of Person Accounts.  A person account is used primarily in Business to Consumer (B2C) applications.  Essentially it blends the functionality of both an account and a contact into a separate record type on the account object called a “Person Account”.

As record types are involved, this is an Enterprise+ feature.  It is free, but is enabled by request only.

See “What is a Person Account?” and “Person Account Behaviors” for more details.


Describe the Territory Management feature

Territory management gives you the ability to structure your sales organization and grant access based on industry, state, or any other (including custom) field.  In addition, multiple forecasts can be created per user per territory.


Take the screen below.  A sales rep may need to forecast into both the (US Region) “East” territory and the (Industry) “Consumer” territory.

(Graphic from


  • Enterprise+ Edition only.
  • Customizable forecasting must be enabled for the org.
  • Territory management is free, but available by request only.

This is an oversimplified explanation of territory management.  At a minimum, I suggest reading “What is Territory Management”, and “Territory Management FAQ”.


Describe Advanced Currency Management

Advanced currency management is capable of converting currencies with dated exchange rates, providing an accurate and simple way to report across multiple currencies and regions while accounting for fluctuations in exchange rates.  For instance:

Date Range Currency Converted Currency Exchange Rate
1/1/09 – 1/31/09 USD AUD 1.39
2/1/09 – 2/28/09 USD AUD 1.42
Static USD AUD 1.40

Only certain fields and objects are impacted by Advanced Currency management.  For those impacted, the applicable date field would determine which exchange rate is used (e.g. Close Date determines which rate is used for Amount on an Opportunity).  For those fields not impacted (e.g. cross-object formulas), the static exchange rate is used.

To enable Advanced Currency Management:

  • Multiple currencies must be enabled first (available by request only)
  • Enable the option for Advanced Currency Management (Company Profile –> Manage Currencies)
  • Group+ Edition

See “About Advanced Currency Management” for additional information.