---
schema_version: "1"
id: 48328576c5d159d2f3d07780250230bcc00cc275e0db0fbdec2aa2525c89c873
title: Sales Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d2e3bdbc78540cb218f7e8001e9146c0eef755a9b671fbef2613689074749846
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Sales Territories

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

<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>

- **[Sales Territories Concepts](https://help.salesforce.com/s/articleView?id=sales.tm2_territory_mgmt_overview.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_manage_organization_territories.htm&release=264.0.0&type=5)**  
    Prepare your sales teams to access the records assigned to their territories and communicate among teammates.
- **[Set Up Territory Types and Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_build_territory_model.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_accounts_to_territories.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_reporting.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_maintain.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_manage_territories_intro.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_things_to_know.htm&release=264.0.0&type=5)**  
    Review allocations and discover how account assignment rules work.