1. In Salesforce, from Setup, enter Territory in the Quick Find box, then select Territory Settings.
2. Optionally, change the organization-wide territory management settings that are configurable from the Territory Settings page. See Configure Territory Management Settings.
3. There are two different options for enabling territory management, which depend on your preference to retain or purge pre-existing forecast data. Click either Enable Territory Management or Enable Territory Management from Scratch.What the Enable Territory Management Button DoesWhen you click this button, your organization’s current forecast hierarchy and forecast data are automatically copied to the territory hierarchy as follows:The name of your organization is set as the top of the territoryhierarchy.For each role in the forecast hierarchy, a correspondingterritory is created in the new territory hierarchy.Manual forecast sharing settings on the roles are copied to thenew territory. For more information on manual forecast sharing,see Sharing a Forecast Manually.Active Salesforceusers are added to territories based on their roles.Opportunities are assigned to the opportunity owner’sterritory.Accounts are not assigned anywhere in the territoryhierarchy.Until you add or edit territories, your forecasts work the sameas they did before you enabled territory management.What the Enable Territory Management from Scratch Button DoesWhen you click this button, the following occurs:All pre-existing forecast data is deleted.An empty territory hierarchy is created.Using this button is only recommended when you are setting up a brand new organization in Salesforce that does not have an existing forecast hierarchy. Warning Irreversible data loss can result from clicking Enable Territory Management fromScratch.
4. The name of your organization is set as the top of the territoryhierarchy.
5. For each role in the forecast hierarchy, a correspondingterritory is created in the new territory hierarchy.
6. Manual forecast sharing settings on the roles are copied to thenew territory. For more information on manual forecast sharing,see Sharing a Forecast Manually.
7. Active Salesforceusers are added to territories based on their roles.
8. Opportunities are assigned to the opportunity owner’sterritory.
9. Accounts are not assigned anywhere in the territoryhierarchy.
10. Until you add or edit territories, your forecasts work the sameas they did before you enabled territory management.
11. All pre-existing forecast data is deleted.
12. An empty territory hierarchy is created.
13. Configure territory-related fields, page layouts, and user permissions:From the object management settings for accounts, go toPage Layouts and add the Territories and Exclude from territory assignment rules fields toaccount page layouts. For each account page layout, you can set whetherusers can choose to run account assignment rules when they save accounts.You can also set whether account assignment rules run by default wheneveraccounts are saved.:From the object management settings for opportunities, go toPage Layouts and add the Territory field to opportunitypage layouts.To allow a user to be an administrator of the territoryhierarchy, grant them the “Manage Territories” permissionusing permission sets or profiles. Users that had the “CustomizeApplication” permission before you enabled territory management areautomatically given the “Manage Territories” permission.
14. From the object management settings for accounts, go toPage Layouts and add the Territories and Exclude from territory assignment rules fields toaccount page layouts. For each account page layout, you can set whetherusers can choose to run account assignment rules when they save accounts.You can also set whether account assignment rules run by default wheneveraccounts are saved.:
15. From the object management settings for opportunities, go toPage Layouts and add the Territory field to opportunitypage layouts.
16. To allow a user to be an administrator of the territoryhierarchy, grant them the “Manage Territories” permissionusing permission sets or profiles. Users that had the “CustomizeApplication” permission before you enabled territory management areautomatically given the “Manage Territories” permission.
17. To begin working with your new territory hierarchy, from Setup, enter Hierarchy in the Quick Find box, then select Territory Hierarchy. See Building Your Territory Hierarchy.