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            Allocations and Considerations for Territories

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            Allocations and Considerations for Territories

            Plan your territories with consideration to available allocations and potential performance impact during assignment and rules processing in Sales Territories.

            Required Editions

            Available in: Salesforce Classic for some features and Lightning Experience for all features
            Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales

            Allocations for Territory Models and Territories

            Allocations for each territory model include up to 1,000 territories. But if you require more, Salesforce Customer Support can increase your allocations depending on your Salesforce edition.

            Salesforce EditionAllocated Territory ModelsMaximum Territories per Model
            Developer 4 1,000
            Enterprise 2
            Performance 4 99,999
            Unlimited 4

            Requests for more than 20,000 territories per model are subject to approval.

            Allocations for Assignment Rules and User Assignments

            Territory Component Allocation
            Assignment rules for each territory 15
            Assigned users for each territory 1,950

            Performance Considerations

            To avoid performance problems, consider managing these conditions.

            ConditionWays to Optimize Performance
            Individual team members assigned to high volumes of territories

            If your sales team includes reps assigned to high volumes of territories, it’s possible to notice slow performance during assignment and rules processing. If you encounter problems, consider these options.

            • Reduce team member assignments to fewer territories. Or assign team members to higher levels in the territory hierarchy, which can reduce the volume of their assigned territories.
            • Defer group membership calculations during assignment and rules processing.
            High-volume user assignments to territories While you can assign up to 1,950 users to a territory, these high-volume assignments can affect performance. Consider limiting user assignments to 300 per territory.

            See Also

             
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