Manage account assignments to sales territories when you report on which accounts include territory assignments. See which accounts belong to which 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 run reports: | Run Reports |
| To schedule reports: | Schedule Reports |
| To create, edit, and delete reports: |
AND |
- Make sure that you have a custom report type that links the Accounts and Territories objects. Specify that the Accounts object must have related Territory records, and make all fields on these objects available for reporting.
- Click the Reports tab, and then click New Report.
- From the Territory Management category, select the custom report type created for this report, and then click Continue (Lightning Experience) or Create (Salesforce Classic).
- Make sure that the Accounts field Account Name and the Territories field Label appear on the report. If they do not, add them.
-
(Optional) Filter the report results. To show data from territory models in
Active state only, configure the filter options to
show Territory Model: Label equals <name of active territory
model>. From the Show Me (Lightning Experience) or Show
(Salesforce Classic) field, to filter by account ownership, select My
accounts, My team’s accounts, or My
territory teams’ accounts. To filter by user territory assignment, select
My territories’ accounts.
Important If you later activate a different territory model, make sure that you update the territory model name variable in this report. - Add any other fields you find useful for this report.
- Save the report and run it.