Enhance Your Account Reports with Territory Details

Now your sales team can include information about their active territory model on five standard Account reports. For example, they can create a list of contacts with their associated accounts and the active territories assigned to them. Relating information about accounts and territories can help teams plan sales activities.

Where: This change applies to Lightning Experience and Salesforce Classic in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.

How: Add territory fields when you create or edit these standard reports.
  • Account History
  • Accounts with Assets
  • Accounts with Contact Roles
  • Accounts with Partners
  • Contacts & Accounts
Report builder showing new Contacts & Accounts report with territory fields available to add
In the report builder and report output:
  • Label is the territory name.
  • Description is the territory description.
For the standard Accounts report, territory fields aren’t available. We recommend creating a custom report type that relates account and territory information.
Note

Note

  • If you migrated from the original territory management feature, re-create your Account reports using Enterprise Territory Management. Territory fields added to Account reports in the original feature don’t appear on reports for Enterprise Territory Management.
  • If you assigned accounts to territories in the original feature, Account reports for Enterprise Territory Management include rows for those records, but without other information. Filter reports to exclude rows where the Label cell is empty and the Row Cause cell is defined.