---
schema_version: "1"
id: a71437b58e4d8137d2196102f1dc0df1150b408559d955a63b472ec2f5663d7a
title: Set Up Territory Types and Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_build_territory_model.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_build_territory_model.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b18365c4c6c2a395c50bf2e330b3a4698f7045b810d1bfed69f20cafefa03216
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Set Up Territory Types and Territories

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic for some features and Lightning Experience for all features</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10019e73">User Permissions
              Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10019e73 ">To build a territory model:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10019e73 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Territories</p>
            </td>

          </tr>
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1. **[Create Territory Types](https://help.salesforce.com/s/articleView?id=sales.tm2_create_territory_type.htm&release=264.0.0&type=5)**  
    Categorize and define individual territories. Creating territory types is the first step in building your territory model in Salesforce.
2. **[Create a Territory Model Record](https://help.salesforce.com/s/articleView?id=sales.tm2_create_terr_model.htm&release=264.0.0&type=5)**  
    Connect territories to account, lead, and user assignments. When you create a territory model record, Salesforce creates a territory hierarchy for it.
3. **[Create Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_create_territory.htm&release=264.0.0&type=5)**  
    Build your company’s territory model when you create territories that appear on the model’s hierarchy in Sales Territories.
4. **[Assign Forecast Managers to Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_forecast_managers_to_territories.htm&release=264.0.0&type=5)**  
    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.
5. **[Customize Territory Labels](https://help.salesforce.com/s/articleView?id=sales.tm2_customize_labels.htm&release=264.0.0&type=5)**  
    Reflect your business practices when you customize Sales Territories labels that appear in Salesforce. For example, change the Territory field on opportunities to District.

#### See Also

- [How Do Permissions for Territories Affect Feature and Data Access?](https://help.salesforce.com/s/articleView?id=sales.tm2_how_access_permissions_work.htm&release=264.0.0&type=5 "Anticipate how permissions for Sales Territories affect administration and provide access to records and data.")