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Sales Basics
Create a Territory Model Record

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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.

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 create a territory model record:

View Setup and Configuration

AND

Manage Territories

Your Salesforce edition determines the number of territory models you can create in production and sandbox orgs. This limit includes models created by cloning.

EditionNumber of Models in Production Number of Models in Sandbox
Developer 4 4
Enterprise 2 2
Performance 4 4
Unlimited 4 4
  1. From Setup, enter Territory Models in the Quick Find box, then select Territory Models.
  2. Click New Territory Model.
  3. Define the label and description fields.
  4. Click Save.

See Also

 
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