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Allocations and Considerations for Territories

Plan your territories with consideration to available allocations and potential performance impact during assignment and rules processing in Sales Territories.

Required Editions

Available in: Salesforce Classic for some features and Lightning Experience for all features
Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales

Allocations for Territory Models and Territories

Allocations for each territory model include up to 1,000 territories. But if you require more, Salesforce Customer Support can increase your allocations depending on your Salesforce edition.

Salesforce Edition Allocated Territory Models Maximum Territories per Model
Developer 4 1,000
Enterprise 2
Performance 4 99,999
Unlimited 4

Requests for more than 20,000 territories per model are subject to approval.

Allocations for Assignment Rules and User Assignments

Territory Component Allocation
Assignment rules for each territory 15
Assigned users for each territory 1,950

Performance Considerations

To avoid performance problems, consider managing these conditions.

Condition Ways to Optimize Performance
Individual team members assigned to high volumes of territories

If your sales team includes reps assigned to high volumes of territories, it’s possible to notice slow performance during assignment and rules processing. If you encounter problems, consider these options.

  • Reduce team member assignments to fewer territories. Or assign team members to higher levels in the territory hierarchy, which can reduce the volume of their assigned territories.
  • Defer group membership calculations during assignment and rules processing.
High-volume user assignments to territories While you can assign up to 1,950 users to a territory, these high-volume assignments can affect performance. Consider limiting user assignments to 300 per territory.

See Also