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Resource Lounge & Tiki Bar 🍹

BoogieBoard's public library for RevOps, territory design, and sales strategy. Practical resources, guides, templates, and interviews with experienced operators and revenue leaders.

We'll keep adding to this over time — a useful place to find clear, practical material on the work.

Resources

4 items

Showing 4 of 4

How to Manage and Automate Salesforce Territory Assignments
Guide

How to Manage and Automate Salesforce Territory Assignments

A practical guide to Salesforce territory management, including assignment rules, automation options, parent-child account ownership, and territory planning checks.

July 15, 2026 Read more
How to Manage Territory Assignments and Parent-Child Account Ownership in Salesforce
Guide

How to Manage Territory Assignments and Parent-Child Account Ownership in Salesforce

A practical guide to Salesforce territory management, including account assignment rules, manual exceptions, parent-child account ownership, and governance checkpoints.

July 8, 2026 Read more
How to Manage and Automate Territory Assignments in Salesforce
Guide

How to Manage and Automate Territory Assignments in Salesforce

A practical guide to Salesforce territory management: assignment models, automation options, parent-child account ownership, audit checks, and rollout steps.

June 24, 2026 Read more
How to Use AI to Design Sales Territories
Guide

How to Use AI to Design Sales Territories

AI territory design helps sales teams move from static maps and intuition-led assignments to data-informed coverage models that can be tested, compared, and refined before rollout.

June 24, 2026 Read more

Podcasts

36 items

Showing 6 of 36

Tiki Bar with Juhi Palat
Sales Leadership Sales

Tiki Bar with Juhi Palat

Juhi Palat joins Tiki Bar for a conversation about career, work, and the moments that shaped their path.

June 30, 2026 Read more
Tiki Bar with Melanie Stiekman
Sales Leadership Sales

Tiki Bar with Melanie Stiekman

Melanie Stiekman joins Tiki Bar for a conversation about career, work, and the moments that shaped their path.

June 29, 2026 Read more
Tiki Bar with Dan Leva
Sales Leadership Sales

Tiki Bar with Dan Leva

Dan Leva joins Tiki Bar for a conversation about career, work, and the moments that shaped their path.

June 18, 2026 Read more
Tiki Bar with Laurel Spencer
Sales Leadership Sales

Tiki Bar with Laurel Spencer

Laurel Spencer joins Tiki Bar for a conversation about career, work, and the moments that shaped their path.

June 9, 2026 Read more
Tiki Bar with Zach McFarland | Warehousing, Leadership, and Building in Logistics
Sales Leadership

Tiki Bar with Zach McFarland | Warehousing, Leadership, and Building in Logistics

5 Key Takeaways

June 1, 2026 Read more
Tiki Bar with Veronica Kilgore | RevOps, Career Change, and Learning to Move Fast

Tiki Bar with Veronica Kilgore | RevOps, Career Change, and Learning to Move Fast

5 Key Takeaways

May 5, 2026 Read more

Blogs

31 items

Showing 6 of 31

RevOps Guide

How to Communicate a New Territory Plan Effectively

Learn how to communicate a new territory plan clearly to ensure adoption, trust, and execution.

Aug. 2, 2026 Read more
What’s a Fair Holdover Policy and How Do You Write One
Guide Template

What’s a Fair Holdover Policy and How Do You Write One

A Territory changes. A rep wants to keep an account or opportunity that would otherwise move.

May 27, 2026 Read more
What to Do When a Sales Rep Leaves
Guide Template

What to Do When a Sales Rep Leaves

A rep leaves. Every account needs a coverage answer.

May 12, 2026 Read more
What to Do When a New Rep Joins
Guide Template

What to Do When a New Rep Joins

A new rep joins. They should not have to wonder what they are supposed to cover.

April 10, 2026 Read more
Ultimate Guide to Territory Planning | 7 Step Process and Checklist
Guide

Ultimate Guide to Territory Planning | 7 Step Process and Checklist

Step #0: 🤗  Author’s Note

March 15, 2026 Read more
Third Party Data Providers | Best Practices

Third Party Data Providers | Best Practices

A key component to data quality in Salesforce is data enrichment from 3rd-party providers. Most B2B companies that we work with have well over 100K accounts in Salesforce, which is too many accounts to be maintained and kept up-to-date manually. Instead, companies will opt to enr

Feb. 18, 2026 Read more

Product Demos

26 items

Showing 6 of 26

Salesforce ETM with BoogieBoard

Salesforce ETM with BoogieBoard

BoogieBoard can connect territory design work to Salesforce Enterprise Territory Management without rebuilding models by hand.

July 8, 2026 Read more
Sales Manager Territory Review

Sales Manager Territory Review

Sales managers can review balanced territories, inspect account movement, and send precise changes back to RevOps.

July 8, 2026 Read more
Track Territory Collaboration and Audit Trails

Track Territory Collaboration and Audit Trails

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

May 17, 2026 Read more
Temporary Coverage in To-Be-Hired Territories

Temporary Coverage in To-Be-Hired Territories

How do you handle temporary coverage in to-be-hired territories?

April 17, 2026 Read more
Split ARR for a New Rep

Split ARR for a New Rep

How do you split ARR when adding a new rep?

March 20, 2026 Read more
Salesforce Sync When a Rep Leaves

Salesforce Sync When a Rep Leaves

How should Salesforce sync behave when a rep leaves?

Feb. 20, 2026 Read more