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Territory Management: Accounts relationship diagram Territory Management: Accounts relationship diagram

Knowledge Article Number 000025260
Description Territory Management: Accounts relationship diagram
Resolution

The Diagram below explains the relationship between the Account object and Territory. Account records appear to have a Territory field, but it is not a true field at all. It is more like a related list of Territories this Account is in. But what does it really mean for an Account to be in a Territory?

 

Territory Assignment first  refers to the Group table.

 

The Group Table contains:
Group ID
Related ID: In the case of Territory Management, Related ID refers back to the Territory ID
Type: For Territory Management, this will display Territory or Territory and Subordinates

 

Then the Group table checks the Share table.
Share Table contains:
Account ID
User Or Group ID
Account Access Level
Opportunity Access Level
Case Access Level
Contact Access Level
Row Cause: For Territory Management, this will display Territory or Territory Manual

 

The Share Table then  refers to the Account table and this is how Territory Assignment and ultimately Territory permissions - is  applied to the Account record.

 

This is all true for Opportunities as well, although restricted to maximum of one Territory.

 

The Diagram also explains the relationship between the Territory table and the variables that defines a Territory. The Account Territory Assignment Rule table defines the name of the Territory Rule, which is a collection of the Account Territory Assignment Rule Item.

 

Account Territory Assignment Rule Item defines each line item within the Account Territory Assignment Rule; e.g., State | Equals | California.

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