Revising Territory Management

July 27, 2020

“Helps you organize groups of accounts and the sales reps who work with those accounts. You create territories based on territory types.”
Source – Trailhead.

Six things to remember & configure territories

  1. Territory
  2. Territory Type
  3. Territory Priority
  4. Territory Models
  5. Territory Hierarchy
  6. Territiry Model State

Steps to Create

  1. First step is to create “Territory Type” with associated “Territory Priority”
  2. Second Step is to create “Territory Model”
  3. Third step is to create Territory @ Model’s Hierarcy.
  4. Create and Run Rules
  5. Assign the Accounts Manually.
  6. Assign Users.
  7. On Accounts Page Layout add the below two related list

Source :