Enterprise territory management overview

Salesforce fully supports the concept of Sales Territories to assign accounts and opportunities to individuals or teams of salespeople. With these territories set up, automatic assignment of accounts and opportunities can be set up based on rules, and management reporting in the form of reports and dashboards is possible. A feature of Enterprise Territory Management is that the built territory model can be tested before it has been activated, allowing for testing before changes are rolled out to users.

Important note

Legacy Territory Management (sometimes known as the original Territory Management module) was retired in the Summer 2021 release of Salesforce, and as such is not relevant to the exam. More information about this announcement is available at https://help.salesforce.com/s/articleView?id=000318370&type=1.

Under the hood, Enterprise Territory Management is a way of sharing. By that nature, Salesforce utilizes a rules...