What's new in Enterprise Territory Management (aka TM 2.0)?

This article answers frequently asked questions about Enterprise Territory Management (TM 2.0), covering related lists, territory types, territory models, roles, and assignment rules.

I no longer see the Territories standard field on an Account record. What happened?

The Territories standard field has been replaced by the "Assigned Territories" related list. Follow these steps to add this related list to your page layout.

In Classic:

Go to Setup | Customize | Account | Page Layouts | Edit on the page layout.
Select "Related Lists" in the page layout editor tool.
Drag and drop "Assigned Territories" to the related list section at the bottom of the page.
Click Save.

In Lightning:

Go to Gear Icon | Object Manager | Account | Page Layouts | Edit on the page layout.
Select "Related Lists" in the page layout editor tool.
Drag and drop "Assigned Territories" to the related list section at the bottom of the page.
Click Save.

Back on the Account record, scroll down to the new related list - all Territories assigned to this Account now display there.

What is a Territory Type?

Territory types help you organize your territories by key characteristics important to your company. Every territory you create must have a territory type. Territory types are used only for organizing and creating territories - they do not appear on territory model hierarchies.

What is Territory Type Priority?

Specifying and managing territory type priority 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 could indicate the highest or lowest priority. Make sure your scheme can scale as you add more territory types.

What is a Territory Model, and how many can I have?

A territory model represents a complete territory management system for your organization. Modeling lets you create and preview multiple territory structures and different account and user assignments before activating the model that works best.

Enterprise Edition allows 2 territory models. Unlimited and Performance Edition allow 4 territory models. Only 1 model can be active at a time.

What is a Territory Model State?

Territory model state indicates whether a territory is in the planning stage, in active use, or archived. Your organization can have only one active territory model at a time, but you can create and maintain multiple models in planning or archived state for additional modeling or reference.

Where can I find out about Account Assignment rules and how to manage them correctly?

See Use Rules to Assign Accounts to Territories.

What user permissions are needed to use Enterprise Territory Management?

See How Permissions Affect Feature and Data Access in Enterprise Territory Management.

In TM 1.0, clicking "View Accounts" on a Territory showed more field columns than in TM 2.0. Why?

The ability to add more field columns is currently being looked at for a future release.

How do I create Territory Roles?

Go to Setup | Customize | User Territory Associations | Fields. Click Role in Territory. Click "New," add roles, then Save.

How do I assign Territory Roles?

When viewing a Territory, scroll down to the "Assigned Users" related list and click "Edit" next to a user, click the Role in Territory picklist, select a role, and click Save.

Additional Considerations

The "Account Assignment Rules Defined in This Territory" related list is now called "Assignment Rules Assigned to This Territory." You no longer need to click "Manage Rules" to add a new Territory assignment rule - there is now a "New" button.
Triggers are now available on Territories and User Territory Associations. Territory Triggers: Setup | Customize | Territories | Triggers. User Territory Triggers: Setup | Customize | User Territory Associations | Triggers.
You can now run assignment rules directly from the Territory Hierarchy page in Setup - hover over the Territory and click "Run Rules."

Note: The standard "Territories" report type (available in TM1.0) is not available in TM2.0. You can create a custom report type to achieve this. See Create Custom Report Types for TM2.0.