How to Use This Playbook

This playbook is intended for sales administrators who are implementing sales territory management and work assignment in their sales organizations.

The Get Started with Sales Territories and Assignment chapter explains how to set up sales territories to assign accounts and opportunities for common use cases. Follow the outline of setup steps in the Overview of Sales Territory and Assignment Setup.

The rest of the playbook focuses on advanced territory topics, including the creation of territory extensions.

For more details on assigning work using sales territories, see the How do I assign work using territories, access groups, and rules? playbook.