Territory Management

Get Better Control and Insight for Sales Territories

With the sales territory management capabilities in Salesforce, you can easily define, administer, analyze, and change sales territories to match your sales organization, no matter how complex it is or how frequently it evolves.

Sales Territories

Define and plan sales territories with multiple hierarchical levels.

Territory Reassignments

Salesforce makes territory managment easy with the ability to reassign customers from one sales rep to another when your sales team goes through a reorganization or you hire new reps. Easily change territories and override territory assignments so sales managers can retain ownership of old accounts after they change territories.

Territory-Based Lead Assignment

Set up lead queues and lead assignment rules to automatically route leads to the right sales organization and sales rep based on territory.


Territory Roll-Up

Manage the roll up of information across territories based on role hierarchy and your organization's sharing model.

Overlay and Matrix Territory Management

Set up your territories and assignment rules to support complex configurations such as matrixed organizational structures that are typically used for regional, industry, channel, or product overlay groups.