Territory Management Limits and Best Practices
The following limits apply to territories, their children, and their assignments:
- A territory can have up to 100 direct children
- An account can be in up to 250
- A user can be assigned to up to 100 territories
- There can be up to 25,000 total territories per Vault CRM instance
- A territory can have up to 100,000 assigned accounts
- A territory tree can have up to 10 levels
Use the following best practices when implementing Territory Management:
- Do not use multiple alignment methods in the same territory
- Territories should be as small as possible while ensuring accounts visible to end users are relevant
- Ensure territory names adhere to the following guidelines:
- Names must be unique
- Do not begin a name with 0 (zero)
- Do not include spaces, commas, or semicolons in names. This may cause errors in loads, exports, reports, maintenance, etc.
- Use a short of a territory name when possible. Territories are frequently joined together for alignment processes, so short territory names avoid size limitation errors.
