Territory types help you categorize and define individual territories. Creating territory types is the first step in building your territory model in Salesforce.
|Available in: Salesforce Classic|
Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud
|To create a territory type:|
“View Setup and Configuration”
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
Examples of territory types you might create include Named Accounts, Direct Accounts, and Overlay Sales.
- From Setup, enter Territory Types in the Quick Find box, then select Territory Types.
- Click New Territory Type.
- Enter a label and a description. In your description, make sure you clearly indicate what kinds of territories should belong to that type.
Specify a territory type priority.
- Click Save.