Territory Management

Enterprise Territory Management

Available in organizations that were created prior to Winter'15.

Available by default in organizations that were created in Winter'15 or after.

An administrator can set up the territory access for accounts, contacts, cases, and opportunities.

An administrator can set up the territory access level for accounts. Users are automatically granted access to associated contacts, cases, and opportunities.

If only one territory is common to both the account and opportunity owner, Salesforce automatically assigns the opportunity to the territory in common.

Uses the filter-based Opportunity Territory Assignment rule to assign opportunities to a territory.

Customizable forecasting must be enabled. Forecasts are derived from territory hierarchy, not forecast hierarchy.

Can be used with collaborative forecasts. Forecasts are derived from forecast hierarchy, not territory hierarchy.