Keep sales management and stakeholders informed about territory assignments for users,
accounts, leads, and opportunities. Run reports using the custom report types that you create for
Sales 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
Preparing Sales Management for Territory Reporting Unlock details about assignments for territories, accounts, opportunities, leads, and users when you create custom report types for Sales Territories. And help managers and other stakeholders identify territories without assignments or assignment rules.
Identify Accounts Assigned to Territories Manage account assignments to sales territories when you report on which accounts include territory assignments. See which accounts belong to which territories.
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.
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