Specifying and managing territory type priority information helps you choose the appropriate territory type for territories you create or edit. There are no predefined priority options, so your organization should create its own priority scheme. For example, 001 may indicate that a territory type is the highest priority or the lowest. Make sure your scheme can scale as you add more territory types.
|Available in: Salesforce Classic|
Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud
When you create a new territory, you select a territory type from the Territory Type lookup field. From the lookup, you can view the territory type’s assigned priority.
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 new territory type called Great Lakes and assign it priority 003 to reflect the change in your sales strategy.