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Sales Basics
Identify Territories with Assigned Users

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Identify Territories with Assigned Users

Manage user assignments to sales territories when you run reports that show which territory models’ territories include users assigned. See which assigned users belong to which 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
User Permissions Needed
To run reports: Run Reports
To schedule reports: Schedule Reports
To create, edit, and delete reports:

Create and Customize Reports

AND

Report Builder

  1. Make sure that you have a custom report type that links the Territory Models, Territories, and Users objects. Specify that the Territory object must have related Users records, and make all fields on these objects available for reporting.
  2. Click the Reports tab, and then click New Report.
  3. From the Territory Management category, select the custom report type created for this report, and then click Continue (Lightning Experience) or Create (Salesforce Classic).
  4. Make sure that the Territory fields Label and Territory Model: Label and the Users field Full Name appear on the report. If they do not, add them.
  5. To show data from territory models in Active state only, configure the filter options to show State equals Active.
  6. Add any other fields you find useful for this report.
  7. Save the report and run it.
  8. To show each territory with the users assigned to it, summarize information by Territory object field Label.
 
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