Territory

Represents a flexible collection of accounts and users where the users have at least read access to the accounts, regardless of who owns the accounts. Only available if territory management has been enabled for your organization. For more information, see the “What is Territory Management?” topic in the Salesforce online help.

Supported Calls

create(), delete(), query(), retrieve(), getDeleted(), getUpdated(), getUpdated(), describeSObjects(), upsert()

Fields

Field Field Type Field Properties Description
AccountAccessLevel picklist Create

Filter

Restricted picklist

Update

Account access level granted to users assigned to this territory.
CaseAccessLevel picklist Create

Filter

Nillable

Restricted picklist

Update

Case access level granted to users assigned to this territory.
ContactAccessLevel picklist Create

Filter

Restricted picklist

Update

A value that represents the type of access granted to the target Group, UserRole, or User for any associated contacts. The possible values are:
Note
When DefaultContactAccess is set to "Controlled by Parent," you cannot create or update this field.
Description string Create

Filter

Nillable

Update

A description of the territory that is 1,000 characters or less.
ForecastUserId reference Create

Filter

Nillable

Update

ID of the Forecast Manager, who is the user to whom forecasts from this territory’s child territories roll up. For information on IDs, see ID Field Type. Label is User ID.
MayForecastManagerShare boolean Filter Indicates whether the forecast manager can manually share their own forecast.
Name string Create

Filter

Update

A name for the territory. Limit is 80 characters. Label is Territory Name.
OpportunityAccessLevel picklist Create

Filter

Restricted picklist

Update

Opportunity access level granted to users assigned to this territory.
ParentTerritoryID reference Create

Filter

Nillable

Update

Territory immediately above this territory in the territory hierarchy. Label is Parent Territory ID.
RestrictOppTransfer boolean Create

Defaulted on create

Filter

Update

Indicates whether the opportunities associated with this territory are kept within the bounds of this territory and this territory’s children when account assignment rules are run (true), or if opportunities associated with this territory can be assigned to other nodes of the territory hierarchy when account assignment rules are run (false). Label is Confine Opportunity Assignment.

Usage

Use the Territory object to query() your organization’s territory hierarchy. Use it to obtain valid territory IDs when querying or modifying objects associated with territories.

See Also:
AccountTerritoryAssignmentRule
AccountTerritoryAssignmentRuleItem
UserTerritory
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