Prepare your sales teams to access the records assigned to their territories and communicate among teammates.
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 |
- Enable Sales Territories
Start the process for managing territories and distributing work to your reps. - Define Default User Access for Territory Records
Specify the default settings for how users can access and modify records associated with the sales territories you set up. - Enable Filter-Based Opportunity Territory Assignment
Automate assignment of territories to opportunities when you enable and configure filter-based opportunity territory assignment. - Collaborate on Territory Models
Set up your team to communicate about model development using Chatter Feed Tracking for territory models. Your team can post and respond to comments, attach files, and get notifications when model states change or key fields are updated.