Loading

Salesforce Accounts Report Type always Selected for Territory Management 1.0 Report Types

게시 일자: Jul 3, 2026
상세 설명
Note: This article applies to Territory Management 1.0 and does NOT apply to Enterprise Territory Management. 


When attempting to create a report using one of the standard Territory Management 1.0 report types, users may find that multiple report types are selected.  

For instance, when searching for and selecting the 'Accounts with Territories' report type, the report builder will highlight multiple report types: 
  • Accounts
  • Accounts with Territories
  • Accounts with Multiple Territories
  • Accounts without Territories
Once a user selects the desired report type and clicks 'Continue', the user is taken into the report builder and will see that regardless of the option selected in the previous step, the 'Accounts' standard report type was chosen. 
솔루션

When attempting to create a report using one of the standard Territory Management 1.0 report types and the wrong reports are selected,  this behavior occurs because Territory Management 1.0 is in the process of retirement. Salesforce has disabled the creation of new reports using Territory Management 1.0 report types. When any affiliated report type is selected, the system redirects users to the standard Account, Opportunity, or User report type instead.

Territory Management fields may or may not be available from this page, depending on the status of the feature's retirement.  

If you are currently utilizing Territory Management 1.0, we strongly suggest that you look into migrating to Enterprise Territory Management prior to the retirement of this feature. 

Knowledge 기사 번호

000383241

 
로드 중
Salesforce Help | Article