Integrate Territory ID Information from External Systems

Store, search for, and report on territory IDs you maintain in external systems.

Enterprise Territory Management now supports the ExternalID type of custom field on the Territory2 object. This means you can create a custom field that appears on territory records and use that field to store external IDs. Query and report on that field within Salesforce.

For details on creating custom fields, see “Create Custom Fields” and “Custom Field Attributes” in the Salesforce Help. Make sure to add your custom field to Territory record page layouts, and let your team know how to use it.

External ID

Example

For territory modeling purposes, Utel.com maintains some of their territory data in an external system. They create a custom external ID field to map and track that data within their Salesforce territory records.