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Comparing Original Territory Management and Salesforce Enterprise Territory Management (ETM) — Feature Differences

Data pubblicazione: Jun 3, 2026
Descrizione

Salesforce offers two versions of Territory Management: the original Territory Management feature (also referred to as TM 1.0) and the newer Enterprise Territory Management (ETM, also referred to as TM 2.0). This article describes the key feature differences between the two versions to help organizations understand which features are available in each.


Important: The original Territory Management feature was retired for all customers as of Summer '21. After retirement, users can no longer access the original Territory Management feature or its underlying data. Salesforce encourages all customers to migrate to Enterprise Territory Management. For more information, see The Original Territory Management Module Will Be Retired in the Summer '21 Release.

Risoluzione

This article compares the features available in the original Territory Management versus Enterprise Territory Management (ETM). The table below lists features and indicates availability using "Yes" for available and "No" for not available in each version.


Feature Comparison Table

 

FeatureOriginal Territory ManagementEnterprise Territory Management
Multiple Territories / HierarchyNoYes
Run Territories on Territory Tree / List View PageNoYes
Preview TerritoryPartial (not persisted)Yes
Inherited Territory RulesYesYes
Territory Type / PriorityNoYes
Territory ModelsNoYes
Enable / Disable Territory ManagementYesYes
Assignment of Territory on OpportunitiesYesYes (available since Spring '15)
Integration with Collaborative ForecastsNoYes
Manual Assignment of Account to TerritoryYesYes
Separation of Rule Execution vs DeploymentNoYes
Reports / DashboardsYesYes
Territory Hierarchy Deep CloneNoYes
Rule Sharing Among Multiple TerritoriesNoYes
My Territories Scope in Account List ViewsYesYes
My Territories Scope in Account ReportsYesYes (available since Spring '15)
Audit TrailNoYes
Metadata API SupportNoYes
User Role in TerritoryNoYes
Trigger on User to Territory Association ObjectNoYes
Share a Report / Dashboard Folder with a TerritoryYesYes
Create a Public Group with TerritoryYesYes

 

Numero articolo Knowledge

000387747

 
Caricamento
Salesforce Help | Article