Create territories as you build your organization’s territory model. When you create a territory, it appears on the model’s territory hierarchy.
|Available in: Salesforce Classic|
Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud
|To create territories:||
“View Setup and Configuration”
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
By default, each territory model can have up to 1,000 territories.
- Open the territory model where you want to create the territory.
- If you need to, select Tree View from the drop-down to show the model’s territory hierarchy, including any existing territories.
- To create a top-level territory, hover over the territory model name and click Create Territory. To create a child territory from an existing territory, hover over the territory name and click Create Territory.
- On the New Territory page, define the territory: give it a meaningful label, choose its territory type. If the territory requires different user access for accounts and opportunities than the default user access for those records, define the territory’s user access levels.
- Click Save.