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            Create Custom Report Types That Integrate with Sales Territories

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            Create Custom Report Types That Integrate with Sales Territories

            Gather account and territory data in custom report types for integrating Territory Planning with Sales Territories. With that data, you create datasets from Salesforce reports that you run using your custom report types. Sales and service operations can then optimize territories and publish updated models to Sales Territories.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
            User Permissions Needed
            To create custom report types: Create and Customize Reports AND Manage Custom Report Types
            1. From Setup, in the Quick Find box, enter Report Types, and then select Report Types.
            2. Click New Custom Report Type.
              Report type for Sales Territories
            3. Select Accounts as the primary object for your custom report type.
            4. Enter a report type label, a unique report type name, and a description. Then select where to store your report type.
            5. Select Deployed, and then click Next.
              Report type definition for Sales Territories
            6. To relate accounts to territories and users, select Territories as a child object.
              • If your accounts are already assigned to territories, select Each “A” record must have at least one related “B” record.
              • If your accounts aren’t assigned to territories, select “A” records may or may not have related “B” records.
            7. If you want, select Users as a child object.
            8. If you want to include accounts that are assigned to territories without users, select “B” records may or may not have related “C” records.
            9. Save your changes.
             
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