How Do I Set up Territory Management in Salesforce

From Setup, enter Territory in the Quick Find box, and then select Territory Settings. Click Enable Enterprise Territory Management. Select the most restrictive access levels, and then click Save.

How do I enable territory management in Salesforce?

  1. Go to Setup.
  2. In the Quick Find box, enter territories then select Territory Settings.
  3. Click Enable Enterprise Territory Management.
  4. To start out, select the most restrictive access levels, then click Save.

How do I enable territory forecasting in Salesforce?

Users switch from role-based forecasts to territory-based forecasts by selecting a territory forecast type, listed under Forecast Type in Display Settings. Territory forecasts are based on fields on the standard Opportunity object.

Chloe Bennett

Chloe Bennett

Culture, Media & Entertainment Columnist

Chloe Bennett explores the intersection of pop culture, streaming entertainment, digital trends, and contemporary lifestyle. Her weekly commentary reaches thousands of culture enthusiasts.

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