---
schema_version: "1"
id: c7c309b832711629a335ba692531f698dede2a1d934b6b513b738151f2b7b093
title: Bird’s-Eye View of Planning and Managing Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_territory_design_and_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_territory_design_and_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b3514e7d1718e37b065ff7787df7fca45a3fbe8d870ef0a5b5e5f5c4a54cf37c
description: Design territory models that align with leadership goals, promote equitable opportunities, and motivate sales teams by using Territory Planning. Then fine-tune account access and reflect leadership changes based on the hierarchy that you establish with Sales Territories.
products:
  - Sales Cloud
release: "264"
---
# Bird’s-Eye View of Planning and Managing Territories

Design territory models that align with leadership goals, promote equitable opportunities, and motivate sales teams by using Territory Planning. Then fine-tune account access and reflect leadership changes based on the hierarchy that you establish with Sales Territories.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_start.png" alt="Discover territories"></span>
            </p>
            <p>
              <strong>Discover Territories</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_territory_mgmt_concepts.htm&amp;release=264.0.0&amp;type=5" title="Establish territory models that give your sales teams the best coverage. Design models on a map by using Territory Planning, available as an add-on product. Then put your models into action by using Sales Territories. Continuous model optimizations help your company make the most of staffing, leadership, and economic changes.">Planning and Managing Territories</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/territory-design-and-management-quick-look" target="_blank"><em>Trailhead:</em> Territory Design and Management:
                Quick Look</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/salesforce-maps-territory-planning" target="_blank"><em>Trailhead:</em> Salesforce Maps Territory
                Planning</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/ivi7axF2obc5oEixauUBGV?chapter=2" target="_blank"><em>Video:</em> Understand Data Flow</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/sales-territories-and-forecasting/design-territories-and-crush-your-sales-goals" target="_blank"><em>Trailhead:</em> Plan Your Territories the
                Salesforce Way</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://www.salesforce.com/resources/articles/sales-territory-mapping/" target="_blank"><em>Resource Center:</em> Sales Territory Mapping:
                How to Design and Optimize Your Plan</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_build_1.png" alt="Set up features"></span>
            </p>
            <p>
              <strong>Set Up Features</strong>
            </p>
            <p>
              <a href="https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_implementing_territory_mgmt2_guide.pdf" target="_blank">Enterprise Territory
                Management Implementation Guide</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_manage_organization_territories.htm&amp;release=264.0.0&amp;type=5" title="Prepare your sales teams to access the records assigned to their territories and communicate among teammates.">Enable Features for Sales Territories</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_implementation.htm&amp;type=5&amp;language=en_US" target="_blank">Implementing Salesforce Maps
                Territory Planning</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_integrate_2.png" alt="Design a territory model"></span>
            </p>
            <p>
              <strong>Design a Territory
                Model</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_create.htm&amp;type=5&amp;language=en_US" target="_blank">Creating
                Alignments</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_design.htm&amp;type=5&amp;language=en_US" target="_blank">Designing Strategic
                Territories</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/ivi7axF2obc5oEixauUBGV?chapter=11" target="_blank"><em>Video:</em> Top-Down
                Planning</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_audience_1.png" alt="Assign work to your team"></span>
            </p>
            <p>
              <strong>Assign Work to Your Team</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_assign_accounts_by_rules.htm&amp;release=264.0.0&amp;type=5" title="Automate assignments of new and updated accounts to territories using rules that you create and run. The rules identify characteristics that you use to define that territory, and tell Sales Territories to assign accounts with those characteristics to that territory. Salesforce assigns accounts to territories according to your rules when you create or update an account, but only if your territory model is in Active state.">Create Rules to Assign Accounts to Territories</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_assign_rules_to_territories_manually.htm&amp;release=264.0.0&amp;type=5" title="Automate record assignments to territories directly from the territory record. Available rules come from the territory model the territory belongs to.">Add Assignment Rules to Territories</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_assignment_rules.htm&amp;type=5&amp;language=en_US" target="_blank">Assigning Units Based on Rules and Criteria</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/ivi7axF2obc5oEixauUBGV?chapter=20" target="_blank"><em>Video:</em> Leverage Assignment Rules</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/ivi7axF2obc5oEixauUBGV?chapter=10" target="_blank"><em>Video:</em> Optimize Territories</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_share_2.png" alt="Activate your territory model"></span>
            </p>
            <p>
              <strong>Activate Your Territory
                Model</strong>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/ivi7axF2obc5oEixauUBGV?chapter=15" target="_blank"><em>Video:</em> Publish from
                Territory Planning to Enterprise Territory Management</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_alignments_publish_to_etm.htm&amp;type=5&amp;language=en_US" target="_blank">Publish Alignments to
                Enterprise Territory Management</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_preview_account_assignments.htm&amp;release=264.0.0&amp;type=5" title="Validate account assignments before you activate a territory model when you run assignment rules for models in Planning state. Also verify your manual assignments.">Preview Territory Assignments for Accounts</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_activate_territory_model.htm&amp;release=264.0.0&amp;type=5" title="When you’re satisfied with the structure of your territory model and its territory account assignments, you’re ready to activate it with Sales Territories. Remember that you can also maintain models in Planning and Archived states for further modeling and reference.">Activate a Territory Model</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/learning_maps/lm_analyze_end_2.png" alt="Fine-tune territories"></span>
            </p>
            <p>
              <strong>Fine-Tune
                Territories</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.tm2_manage_territories_intro.htm&amp;release=264.0.0&amp;type=5" title="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.">Manage Territories with Sales Territories</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_maintain.htm&amp;type=5&amp;language=en_US" target="_blank">Keeping Territories Running
                Smoothly</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>