Set Up Territory Types and Territories
- Create Territory TypesTerritory types help you categorize and define individual territories. Creatingterritory types is the first step in building your territory model inSalesforce.
- Create a Territory Model RecordCreate a record to connect territories, user assignments, and account assignments. Whenyou create a territory model record, Salesforce creates a territory hierarchy for it.
- Create TerritoriesCreate territories as you build your company’s territory model. When you create aterritory, it appears on the model’s territory hierarchy.