Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/TerritoryManagement/TMBestPractices.htm

## Territory Management Limits and Best Practices

### Territory and Assignment Limits

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 100 territories
* 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

### Best Practices

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.
* Do not inactivate records of the following objects:
* territory\_\_v
* user\_territory\_\_v
* account\_territory\_\_v
* geography\_territory\_\_v
* assignment\_rule\_\_v
* assignment\_rule\_criterion\_\_v
* tsf\_\_v

### Loading Territory Security Records

When data-loading a large number of territory security records, typically when initially setting up a Vault CRM instance, the following process should be adhered to:

* Load in all records
* Recalculate territory security once. Depending on the number of impacted records, this can take some time.
* For subsequent territory security updates, load in the records normally, enabling the appropriate triggers to run in a more targeted manner. Do not use migration mode.

### Related Topics

[Creating and Assigning Territories](AssignAccts/CreateTerr.htm)

[Creating Territory Assignment Rules](AssignAccts/CreatingAssignmentRules.htm)

[Using the Account Territory Loader](AssignAccts/ATL.htm)