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            Create a Territory Model Record

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            Create a Territory Model Record

            Connect territories to account, lead, and user assignments. When you create a territory model record, Salesforce creates a territory hierarchy for it.

            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 create a territory model record:

            View Setup and Configuration

            AND

            Manage Territories

            Your Salesforce edition determines the number of territory models you can create in production and sandbox orgs. This limit includes models created by cloning.

            EditionNumber of Models in Production Number of Models in Sandbox
            Developer 4 4
            Enterprise 2 2
            Performance 4 4
            Unlimited 4 4
            1. From Setup, enter Territory Models in the Quick Find box, then select Territory Models.
            2. Click New Territory Model.
            3. Define the label and description fields.
            4. Click Save.

            See Also

             
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