Build your company’s territory model when you create territories that appear on the model’s hierarchy 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 |
| User Permissions Needed | |
|---|---|
| To create territories: |
View Setup and Configuration AND Manage Territories |
- On the Territory Models page in Setup, click View Hierarchy next to the territory model where you want to create the territory.
- To show the model’s territory hierarchy, including any territories, select Tree View.
- To create a top-level territory, hover over the territory model name and click Create Territory. To create a child territory from an existing territory, hover over the territory name and click Create Territory.
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On the New Territory page, define the territory: give it a meaningful label, and choose its
territory type. If the territory requires different user access for accounts, leads, and
opportunities than the default user access for those records, define the territory’s user
access levels.
Access levels depend on a territory’s parent in the territory hierarchy. For example, San Francisco (view opportunities) is a child territory of California (view and edit opportunities). A team member assigned to California gets view access to San Francisco opportunities, but not view and edit.
- Save your changes.