Working with Territory Fields

The Territory Field object (tsf__v) stores data specific to an account and territory relationship. Territory Field management allows users to maintain and view territory-specific fields for a particular account. Many of the fields in this object are auto-populated from other processes; the fields cannot be deleted or modified. New fields can, however, be added to the object.

This feature is essential for ensuring that sales representatives and other users have visibility into key interactions, status updates, and relevant data within their designated territories. Managing this information on the Account Details page improves accuracy and contextual awareness.

For example, if a user wants to know when the last interaction in her territory was made with an HCP, she can look at territory-specific fields and see the last interaction in the value for the territory. This section also contains information about whether the HCP is a target for this specific territory.

Who can use this feature?

  • Browser, iPad Users
  • Users do not require an additional license
  • Business Admin Users, End Users

Configuring Territory Field Management for

Using Territory Field Information as