Territory Management in Salesforce: 10 Things You Need to Know

Managing team selling in Salesforce can be approached in quite a few creative ways depending on your business requirements. However, there are a couple of out-of-the-box options that can significantly reduce the build time. You’re most likely familiar with account and opportunity teams, which are great for simpler use cases. But if your organization has complex, rule-based, high-volume sharing and assignment needs, look no further than Sales Territories!

In this article, we’ll go through ten of the features and considerations you should be aware of before implementing Sales Territories in your Salesforce organization.

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