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
In the report builder and report output:
- Label is the territory name.
- Description is the territory description.