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            Managing Territories

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            Managing Territories

            Keep sales reps focused on their individual areas of responsibility using territory models that you design in Territory Planning and then publish to Sales Territories. The model that you activate limits your reps’ access to only their assigned accounts, leads, and opportunities.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Get an idea of what’s involved in planning and managing territories when you pair Territory Planning, an add-on product, with Sales Territories. After you design and publish your territory model to Sales Territories, run assignment rules, review assignments, and then activate your territory model. Here’s how.

            Running rules, reviewing assignments, and activating the model in Enterprise Territory Management
            High-Level Flow How It Helps Your Business
            Run assignment rules Apply assignments to records based on rules and criteria that you define in Territory Planning.
            Review assignments Verify that your account, lead, opportunity, and user assignments appear the way you expect. Then fine-tune any assignments that require your attention.
            Activate your territory model

            Apply your assignments throughout your territory hierarchy. Activating your model:

            • Enforces the principle of least privilege and restricts your reps’ access to only their assigned accounts, leads, and opportunities
            • Gives anyone above your reps in the territory hierarchy access to those records
             
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