---
schema_version: "1"
id: e11ab3415e20f13312c788f86f3f447e627cabd481460a785dd602a73417ed5d
title: 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_mgmt_concepts_managing.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_territory_mgmt_concepts_managing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fb4e57b42dd5e8b11990b6dc8cd5a0842e39091bb1bea05f63d888492afcd7cb
description: Keep sales reps focused on their individual areas of responsibility using territory models that you design in Territory Planning and then publish to Sales Territories. The model that you activate limits your reps’ access to only their assigned accounts, leads, and opportunities.
products:
  - Sales Cloud
release: "264"
---
# Managing Territories

Keep sales reps focused on their individual areas of responsibility using territory models that you design in Territory Planning and then publish to Sales Territories. The model that you activate limits your reps’ access to only their assigned accounts, leads, and opportunities.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

Get an idea of what’s involved in planning and managing territories when you pair Territory Planning, an add-on product, with Sales Territories. After you design and publish your territory model to Sales Territories, run assignment rules, review assignments, and then activate your territory model. Here’s how.

![Running rules, reviewing assignments, and activating the model in Enterprise Territory Management](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_territories/etm_tp_managing.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:18.55287569573284%">
        <col style="width:81.44712430426716%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d67744e82">High-Level Flow</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d67744e85">How It Helps Your Business</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="High-Level Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d67744e82 ">Run assignment rules</td>

          <td data-label="How It Helps Your Business" class="slds-cell-wrap" style="vertical-align:top;" headers="d67744e85 ">Apply assignments to records based on rules and criteria that you define in Territory
            Planning.</td>

        </tr>
        <tr class="">
          <td data-label="High-Level Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d67744e82 ">Review assignments</td>

          <td data-label="How It Helps Your Business" class="slds-cell-wrap" style="vertical-align:top;" headers="d67744e85 ">Verify that your account, lead, opportunity, and user assignments appear the way you
            expect. Then fine-tune any assignments that require your attention.</td>

        </tr>
        <tr class="">
          <td data-label="High-Level Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d67744e82 ">Activate your territory model</td>

          <td data-label="How It Helps Your Business" class="slds-cell-wrap" style="vertical-align:top;" headers="d67744e85 ">
            <p>Apply your assignments throughout your territory hierarchy. Activating your model:</p>
            <ul>
              <li>Enforces the principle of least privilege and restricts your reps’ access to only their
                assigned accounts, leads, and opportunities</li>
              <li>Gives anyone above your reps in the territory hierarchy access to those records</li>
            </ul>
          </td>

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