Territory model building blocks and setup sequence
Key Takeaway
Create territory types first, because every territory needs one. Then create the territory model record, and build parent and child territories in that model's hierarchy.
A territory model holds a company's territory management plan: a territory hierarchy, the account, lead, and user assignments, and territory forecasts. You build the model in a set order, starting with territory types. You keep it in the Planning state until it is ready to go live.
How to build a territory model
You build a territory model in a set order. Keep the model in the Planning state while you work through these tasks.
- Create territory types.
- Create the territory model record.
- Create territories.
- Assign forecast managers to territories.
- If needed, customize territory labels.
The first three steps depend on each other. Territory types come first because every territory you create has a territory type, so the types must exist before any territory. The model record comes next because Salesforce creates the territory hierarchy when you create the model record. You then build territories on that hierarchy.
Assigning a forecast manager to a territory shows rolled-up forecasts for that territory. Without a forecast manager, the territory's forecasts are based on the individual users assigned to it.
You can customize Sales Territories labels to match the customer's business terms. For example, you can rename the Territory field on opportunities to District.