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            Set Up Territory Types and Territories

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            Set Up Territory Types and Territories

            Organize all the elements of your company’s territory management plan, including a territory hierarchy, account, lead, and user assignments, and territory forecasts. Keep your model in the planning state as you perform key tasks that involve defining your territory model.

            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 build a territory model:

            View Setup and Configuration

            AND

            Manage Territories
            1. Create Territory Types
              Categorize and define individual territories. Creating territory types is the first step in building your territory model in Salesforce.
            2. Create a Territory Model Record
              Connect territories to account, lead, and user assignments. When you create a territory model record, Salesforce creates a territory hierarchy for it.
            3. Create Territories
              Build your company’s territory model when you create territories that appear on the model’s hierarchy in Sales Territories.
            4. Assign Forecast Managers to Territories
              Show rolled-up forecasts for a territory when you assign a forecast manager to the territory. Without a forecast manager assigned, a territory’s forecasts are based on the individual users assigned to the territory.
            5. Customize Territory Labels
              Reflect your business practices when you customize Sales Territories labels that appear in Salesforce. For example, change the Territory field on opportunities to District.

            See Also

             
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