Territory types and hierarchy
Key Takeaway
Territory types only categorize territories so you can create and organize them, and they don't appear on the territory hierarchy. Territory forecasts roll up in the territory hierarchy of the active territory model, and a territory shows rolled-up forecasts only when it has a forecast manager.
In Sales Territories, a territory groups accounts, leads, and the users who work with them. Territory types are the categories you use to create and organize territories, such as Named Accounts or US Geographic. The territory hierarchy is the parent-child structure of territories inside a territory model. You manage the model from the hierarchy, and the hierarchy is also where territory forecasts roll up.
How territory models, territories, and territory types fit together
Sales Territories uses four building blocks, and each one has its own job:
- A territory model is your company's complete territory management system.
- A territory hierarchy is the parent-child structure of territories inside a territory model. When you create a territory model record, Salesforce creates a territory hierarchy for it.
- A territory organizes a group of accounts and leads, plus the users who work with them.
- A territory type categorizes territories. You use it to create and organize territories.