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Original Territory Management vs Enterprise Territory Management

게시 일자: Oct 13, 2022
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This table shows the differences between the original Territory Management feature and Enterprise Territory Management.
Note: The original territory management feature is scheduled for retirement for all customers as of Summer ’21. After the feature is retired, users can’t access the original territory management feature and its underlying data. We encourage you to migrate to Enterprise Territory Management. For more information, see The Original Territory Management Module Will Be Retired in the Summer ’21 Release.

 
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NOTE: Please note that (x) means  that the feature is available in the below table

 
FeaturesOriginal Territory ManagementEnterprise Territory Management
Multiple Territories/Hierarchy X
Run Territories on Territory Tree/List View Page X
Preview TerritoryX(partial, not persisted)X
Inherited Territory RulesXX
Territory Type/Priority X
Territory Models X
Enable/Disable Territory ManagementXX
Assignment of Territory on OpportunitiesXX (Spring '15)
Integration with Collaborative Forecasts X
Manual Assignment of Account to TerritoryXX
Separation of Rule Execution vs Deployment X
Reports/DashboardsXX
Territory Hierarchy Deep Clone X
Rule Sharing among multiple Territories X
My Territories Scope in Account List ViewsXX
My Territories Scope in Account ReportsXX (Spring '15)
Audit Trail X
Metadata API Support X
User Role in Territory X
Trigger on User to Territory Association Object X
Share a report/dashboard folder with a territoryXX
Create a public group with territoryXX


For more in depth details, please see:
What's new in Enterprise Territory Management (2.0)?
How Do I Enable Enterprise Territory Management?

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