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            Considerations for Managing Territory Pipeline Forecasts

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            Considerations for Managing Territory Pipeline Forecasts

            Before changing your active territory model, review how territory forecast data and performance can be affected.

            Required Editions

            Available in: Lightning Experience

            Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with Sales
            Note
            Note This information applies to Sales Territories and not to previous versions of Territory Management.

            Data Impact

            When You... Salesforce Deletes...
            Remove a user from a territory, and the user is the territory’s forecast manager
            • The territory’s quotas
            • Manager judgments made by the forecast manager on opportunities in the child forecast
            • Manager judgments made on the deactivated user’s opportunities in the territory where the forecast manager was removed
            • Owner adjustments to the territory’s forecasts
            • Adjustments made by another manager to the forecast manager’s forecasts for the territory
            • Adjustments made by the forecast manager to subordinates’ forecasts

            The user is no longer the territory’s forecast manager. Forecasts for the territory are available, but their values change. Quotas in territories without a forecast manager can be reassigned to another member of the territory.
            Remove a forecast-enabled user from a territory that has no forecast manager assigned
            • The user’s quotas for the territory
            • Owner adjustments to the territory’s forecasts, where the user is the owner
            • Manager adjustments to the user’s forecasts for the territory

            Quotas in territories without a forecast manager can be reassigned to another member of the territory.
            Delete a territory that has no child territories
            • The territory’s forecasts
            • Quotas for all users on the territory
            • Manger judgments on the opportunities in the territory’s forecast
            • Manager adjustments to the territory’s forecasts
            • Owner adjustments to the territory’s forecasts
            Reassign a child territory to a different parent territory
            • Manager adjustments to the territory’s forecasts
            • Manager judgments on the opportunities in the territory’s forecasts
            • Owner adjustments to the territory’s forecasts
            Assign a forecast manager to a territory that hasn’t previously had one assigned
            • The territory’s quotas
            • Owner adjustments to the territory’s forecasts
            • Manager adjustments to the territory’s forecasts

            Quotas assigned to users in the territory can be reassigned to the forecast manager.
            Change a territory’s forecast manager assignment
            • The territory’s quotas
            • Manager judgments on the opportunities made by the former forecast manager to subordinates’ forecasts
            • Owner adjustments made to the territory’s forecasts
            • Adjustments made by the former forecast manager to subordinates’ forecasts
            • Adjustments made by another forecast manager to the territory’s forecasts
            Deactivate a user, or change the user’s license to one of the Chatter user licenses, and the user is a territory’s forecast manager
            • The territory’s quotas
            • Manager judgments made by the territory manager
            • Manager judgments on opportunities owned by deactivated forecast users
            • Owner adjustments to the territory’s forecasts
            • Adjustments made by another manager to the forecast manager’s forecasts for the territory
            • Adjustments made by the forecast manager to subordinates’ forecasts

            The user is no longer the territory’s forecast manager. Forecasts for the territory are available, but their values change.
            Archive a territory model Forecasts, quotas, and adjustments for all territories in the model
            Disable Sales Territories Forecasts, quotas, and adjustments for all territories

            Performance Impact

            • The number of territories assigned to a user or forecast manager can impact performance. We recommend that you test thoroughly for performance issues, and if you observe any, reduce the number of territories per user or forecast manager.
             
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