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Identify Users Not Assigned to Territories
Manage user assignments to sales territories by reporting on users not assigned to 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 Users and Territories objects. Specify that the Users object may or may not have related Territories 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 Users field Full Name and the Territories field Label appear on the report. If they do not, add them.
- Configure a cross filter to show Users without Territories.
-
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>.
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.
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