Manage and maintain your company’s sales territories. Create territory types, build a
model, and then add and test your account assignment rules. When you’re satisfied with your model,
activate it, then assign accounts, leads, and users. Roll out your model to your team, and then
run reports to assess its impact and make adjustments as needed.
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
|
- Sales Territories Concepts
Determine whether planning and managing territories in Salesforce can help your teams optimize account coverage and align with leadership goals.
- Enable Features for Sales Territories
Prepare your sales teams to access the records assigned to their territories and communicate among teammates.
- 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.
- Setting Up and Managing Territory Assignments
Automate territory assignments for accounts using rules that you define. Rules can apply to parent territories and their child territories. Or assign accounts and leads manually directly in account and lead detail pages.
- Running Reports on Territories
Keep sales management and stakeholders informed about territory assignments for users, accounts, leads, and opportunities. Run reports using the custom report types that you create for Sales Territories.
- Maintain Sales Territories
Archive or delete territory models. If you established another means for sharing files throughout your sales team, you can disable Sales Territories.
- Manage Territories with Sales Territories
If you manage, administer, or belong to a sales territory, explore your territory model to understand the organizational structure for your team’s sales efforts.
- Things to Know About Sales Territories
Review allocations and discover how account assignment rules work.
