Before you enable Territory Management, contact Salesforce, and then check that your organization meets the prerequisites.
|Available in: Salesforce Classic|
|Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud|
|To enable territory management:||“Manage Territories” |
This information applies to the original Territory Management feature only, and not to Enterprise Territory Management.
Territory management is not enabled by default in Salesforce. To request territory management for your organization, contact Salesforce.
Original Territory Management is available only with Customizable Forecasts
and is not supported with Collaborative Forecasts
. If original Territory Management is enabled, you can no longer use Collaborative Forecasts. The newer Enterprise Territory Management can’t be used with Customizable Forecasts
. Enterprise Territory Management and Collaborative Forecasts can both be enabled and used at the same time in your Salesforce organization, but the two features are not currently integrated to work together.
Ensure that you meet the following prerequisites before enabling territory management:
After you have completed the prerequisites, you will be ready to turn on territory management for your organization:
- In Salesforce, from Setup, enter Territory in the Quick Find box, then select Territory Settings.
- Optionally, change the organization-wide territory management settings that are configurable from the Territory Settings page. See Configure Territory Management Settings.
- There are two different options for enabling territory management, which depend on your preference to retain or purge pre-existing forecast data. Click either Enable Territory Management or Enable Territory Management from Scratch.
- What the Enable Territory Management Button Does
- When you click this button, your organization’s current forecast hierarchy and forecast data are automatically copied to the territory hierarchy as follows:
- The name of your organization is set as the top of the territory hierarchy.
- For each role in the forecast hierarchy, a corresponding territory is created in the new territory hierarchy.
- Manual forecast sharing settings on the roles are copied to the new territory. For more information on manual forecast sharing, see Manually Sharing a Forecast.
- Active Salesforce users are added to territories based on their roles.
- Opportunities are assigned to the opportunity owner’s territory.
- Accounts are not assigned anywhere in the territory hierarchy.
- Until you add or edit territories, your forecasts work the same as they did before you enabled territory management.
- What the Enable Territory Management from Scratch Button Does
- When you click this button, the following occurs:
Using this button is only recommended when you are setting up a brand new organization in Salesforce that does not have an existing forecast hierarchy.
- All pre-existing forecast data is deleted.
- An empty territory hierarchy is created.
Irreversible data loss
can result from clicking Enable Territory Management from Scratch
- Configure territory-related fields, page layouts, and user permissions:
- From the object management settings for accounts, go to Page Layouts and add the Territories and Exclude from territory assignment rules fields to account page layouts. For each account page layout, you can set whether users can choose to run account assignment rules when they save accounts. You can also set whether account assignment rules run by default whenever accounts are saved.:
- From the object management settings for opportunities, go to Page Layouts and add the Territory field to opportunity page layouts.
- To allow a user to be an administrator of the territory hierarchy, grant them the “Manage Territories” permission using permission sets or profiles. Users that had the “Customize Application” permission before you enabled territory management are automatically given the “Manage Territories” permission.
- To begin working with your new territory hierarchy, from Setup, enter Hierarchy in the Quick Find box, then select Territory Hierarchy. See Building Your Territory Hierarchy.