in implementation guides ~ read.
Salesforce Territories Cheatsheet

Salesforce Territories Cheatsheet

DOWNLOAD

First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.

Download

TIPS HINTS FOR WORKING WITH

TERRITORIES

Summary

A territory is a collection of

accounts with shared
characteristics such as a
geographical area

Territories Accounts and Opportunities
You can assign a territory to an account or to an opportunity

Viewing Territory Information
Note The original territory management feature is scheduled for retirement for all customers as
of Summer After the feature is retired users cant access the original territory management
feature and its underlying data We encourage you to migrate to Enterprise Territory Management
For more information see The Original Territory Management Module Will Be Retired in the Summer
Release The information in this topic applies to the original Territory Management feature only
and not to Enterprise Territory ManagementOriginal Territory Management is available only with
Customizable Forecasts and is not supported with Collaborative Forecasts If original Territory
Management is enabled you can no longer use Collaborative Forecasts The newer Enterprise
Territory Management cant be used with Customizable Forecasts
As a salesperson you can view territorybased information on the Forecast tab or in reports You can see
it by account opportunity or user

Any Account Owner
You can view all accounts in
your territories no matter
who the account owner is

Account and opportunity list views
Account and opportunity list views can be restricted by My Territories or My Territory Teams My
Territories refers to records associated with territories to which you belong My Territory Teams refers
to records associated with either territories to which you belong or territories below you in the territory
hierarchy
Account and opportunity detail pages
Account detail pages display territory names in the Territories field Opportunity detail pages
display a territory name in the Territory field
User detail pages
User detail pages display territory names in the Territories related list
Forecasts
When territory management is enabled forecast information is derived from the opportunities that
are associated with the accounts in those territories You have a different forecast for each territory to
which you are assigned
To view your forecasts click the Forecast tab Your name defaults to View forecast of If you
have the appropriate permissions you can search for other users forecasts Use the Territory
dropdown to change the forecast information based on the territory
You can also view the forecast for an opportunity in the Opportunity Forecasts related list on the
opportunity detail page However opportunities that are not assigned to territories do not show up
in this forecast

Last updated October

Tips Hints for Working with Territories

Territories Accounts and Opportunities

Reports
Several standard territory reports are available in the Territory Reports folder Use them to view lists
of territories in your organization users in each territory territories to which accounts and opportunities
are assigned and more

Assigning Territories to an Account
Note The original territory management feature is scheduled for retirement for all customers as
of Summer After the feature is retired users cant access the original territory management
feature and its underlying data We encourage you to migrate to Enterprise Territory Management
For more information see The Original Territory Management Module Will Be Retired in the Summer
Release The information in this topic applies to the original Territory Management feature only
and not to Enterprise Territory ManagementOriginal Territory Management is available only with
Customizable Forecasts and is not supported with Collaborative Forecasts If original Territory
Management is enabled you can no longer use Collaborative Forecasts The newer Enterprise
Territory Management cant be used with Customizable Forecasts
When users move into new territories they can take their existing accounts and opportunities with them

Users and accounts can be associated with multiple territories A manually added account remains in a

territory until it is manually removed
Note You must have the Manage Territories permission to assign territories to accounts

AutoAssign
Accounts
Accounts can be
automatically assigned to
territories by rules that move
accounts based on their field
values

To manually assign territories to an account
From the account detail page click Change next to the Territories field
At the Rulebased territory assignments list view the territories that contain the account due to active
account assignment rules You cannot use this page to remove the account from these territories to
do so you must modify the account assignment rules that evaluated the account
If the account has existing manual assignments to one or more territories the names of those territories
appear in the Selected territories list
Click Select and Deselect to move territories between the Available territories list and the Selected
territories list
Optionally click the Horizontal View or Vertical View options in the dropdown list to place the Selected
territories list either alongside or below the Available territories list
When the Selected territories list contains the territories to which the account should be manually
assigned click Save to finish and return to the account detail page

Assigning a Territory to an Opportunity
Note The original territory management feature is scheduled for retirement for all customers as
of Summer After the feature is retired users cant access the original territory management
feature and its underlying data We encourage you to migrate to Enterprise Territory Management
For more information see The Original Territory Management Module Will Be Retired in the Summer
Release The information in this topic applies to the original Territory Management feature only
and not to Enterprise Territory ManagementOriginal Territory Management is available only with
Customizable Forecasts and is not supported with Collaborative Forecasts If original Territory

Tips Hints for Working with Territories

Territories Accounts and Opportunities

Management is enabled you can no longer use Collaborative Forecasts The newer Enterprise
Territory Management cant be used with Customizable Forecasts
You can associate an opportunity with a territory An opportunity can only be associated with one territory
Note You must have the Edit permission on opportunities to change the territory for an
opportunity

AutoAssign
Opportunities
Opportunities can be
automatically assigned to
territories based on account
assignment rules

To manually assign a territory for an opportunity
On the opportunity detail page click Change next to the Territory field
Choose a territory from the Opportunity Territory dropdown list
The dropdown list shows
Territories where both the opportunity owner and the account on the opportunity are assigned
to the territory
Territories to which you have administrative access that are also associated with the account on
the opportunity
Territories to which you have administrative access that are above the account on the opportunity
in the territory hierarchy
Click Save to finish and return to the opportunity detail page

***