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Sales Basics
Track Historical User Assignments in Territories

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Track Historical User Assignments in Territories

Determine compensation for reps based on user assignment start and end dates within territories by using a custom report type that you set up. This historical data gives sales managers more insight to accurately conduct sales planning, compensate reps fairly, and review performance analysis.

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
User Permissions Needed
To assign territory roles to users:

View Setup and Configuration

AND

Manage Territories
  1. In Territory Settings, select the option that starts the process for recording assignment activity in your active model.
    Option to record user assignments within territories
  2. Create a custom report type using the primary object Territory Models. Add object relationships for Territories and User Territory Association Logs.
    Custom report type that includes the primary object Territory Models and object relationships for Territories and User Territory Association Logs
    Using the custom report type, sales managers can run a report that includes columns such as Territory Label, Full Name, Start Date, and End Date.

See Also

 
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