A territory model organizes all the elements of your organization’s territory management plan, including a territory hierarchy, account assignments, and user assignments. Keep your model in the planning state as you build your hierarchy, define assignment rules for territories, add users to territories, and run your rules to see the resulting account assignments.
|Available in: Salesforce Classic|
Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud
|To build a territory model:||
“View Setup and Configuration”
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
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.