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Sales Basics

Territory

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Territory

Territories organize groups of accounts, leads, and the Salesforce users who work with them. Territories are created based on territory types.

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

The territory record shows assigned users, manually assigned records, the forecast manager, and rules that assign accounts automatically. A territory can have both parent and child territories. Depending on how your organization assigns records, a record can be assigned to more than one territory.

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