Organize all the elements of your company’s territory management plan, including a
territory hierarchy, account, lead, and user assignments, and territory forecasts. Keep your
model in the planning state as you perform key tasks that involve defining your territory
model.
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
|
| User Permissions
Needed |
| To build a territory model: |
View Setup and Configuration
AND
Manage Territories
|
- Create Territory Types
Categorize and define individual territories. Creating territory types is the first step in building your territory model in Salesforce.
- Create a Territory Model Record
Connect territories to account, lead, and user assignments. When you create a territory model record, Salesforce creates a territory hierarchy for it.
- Create Territories
Build your company’s territory model when you create territories that appear on the model’s hierarchy in Sales Territories.
- Assign Forecast Managers to Territories
Show rolled-up forecasts for a territory when you assign a forecast manager to the territory. Without a forecast manager assigned, a territory’s forecasts are based on the individual users assigned to the territory.
- Customize Territory Labels
Reflect your business practices when you customize Sales Territories labels that appear in Salesforce. For example, change the Territory field on opportunities to District.
