Connect territories to account, lead, and user assignments. When you create a territory model record, Salesforce creates a territory hierarchy for it.
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 create a territory model record: |
View Setup and Configuration AND Manage Territories |
Your Salesforce edition determines the number of territory models you can create in production and sandbox orgs. This limit includes models created by cloning.
| Edition | Number of Models in Production | Number of Models in Sandbox |
|---|---|---|
| Developer | 4 | 4 |
| Enterprise | 2 | 2 |
| Performance | 4 | 4 |
| Unlimited | 4 | 4 |
- From Setup, enter Territory Models in the Quick Find box, then select Territory Models.
- Click New Territory Model.
- Define the label and description fields.
- Click Save.