A territory model includes a hierarchy and a list view of parent and child
territories. Drill down to get important details on individual territories, including
assigned accounts.
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 view an active territory model:
View Setup and Configuration
From Setup, enter Territory Models in the
Quick Find box, then select Territory
Models. The list view displays your org’s active
territory model. Click the model’s label if you want to view its detail
page. Along with other details, this page tells you the last time account
assignment rules were run to realign the territory.
From the list view, click the model’s View
Hierarchy link.
Click Tree View to expand and explore the hierarchy
tree.
Within the hierarchy, click a territory label to view its detail page, where
you can identify its territory type, assigned users and their access levels,
assignment rules, and forecast manager.
From the top of the page, navigate back to the model’s territory
hierarchy and check out its other territories.
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