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            Territory Type Priority

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            Territory Type Priority

            Specifying and managing territory type priority information helps you choose the appropriate territory type for territories you create or edit. You create your own priority scheme. For example, 001 can indicate that a territory type is the highest priority or the lowest. Make sure that your scheme can scale as you add more territory types.

            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

            When you create a territory, you select a territory type from the Territory Type lookup field. From the lookup, you can view the territory type’s assigned priority.

            Example
            Example Your organization uses territory type priority to reflect your sales strategy for the year. Your organization expects more opportunities within the US east coast than the US west coast in the coming year, so the East Coast territory type is assigned priority 001 and the West Coast territory type is assigned 005. These priority assignments help those creating territory records make the right territory type choice. At mid-year, you project unexpected growth opportunities in the Great Lakes region, so you create a territory type called Great Lakes and assign it priority 003 to reflect the change in your sales strategy.

            See Also

             
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