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semwalajay83-sem

salesforce-metadata-mcp

Create Enterprise Territory Management Territory

sf_create_territory
Idempotent

Create a Territory in Salesforce Enterprise Territory Management (ETM) to organize sales regions or account groupings. Provide required API name and label, plus optional type, parent, and access levels.

Instructions

Creates a Territory in Enterprise Territory Management (ETM). Territories define logical sales regions or account groupings. Requires ETM to be enabled in the org.

territoryName: API name (DeveloperName) of the territory label: display name territoryType: DeveloperName of the Territory2Type (e.g. 'Geographic', 'Named_Account') parentTerritoryName: optional parent territory DeveloperName for hierarchical nesting description: optional description

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
labelYesTerritory display label
descriptionNoTerritory description
territoryNameYesTerritory API name
territoryTypeNoTerritory2Type API name (must exist in org)
caseAccessLevelNoCase accessView
accountAccessLevelNoAccount access for territory membersView
parentTerritoryNameNoParent territory name for hierarchy
opportunityAccessLevelNoOpportunity accessView
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=false and destructiveHint=false, so the baseline safety profile is known. The description adds the ETM enablement prerequisite, but does not disclose other behavioral details such as failure modes or uniqueness constraints. This is comparable to the calibration example that earned a 3.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise: one opening sentence, a prerequisite, and a focused parameter list. No redundant or fluff content. Key information is front-loaded, making it easy to scan.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 8 parameters and no output schema, the description covers the essential prerequisite, purpose, and the most complex parameters (territoryType, parentTerritoryName). The remaining access-level parameters are sufficiently documented in the schema, so the description is reasonably complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so all parameters are already documented. The description reiterates several parameters (e.g., territoryName as API name) and gives examples for territoryType, but does not add significant new meaning beyond the schema, so the baseline 3 applies.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Creates a Territory') and the specific domain ('Enterprise Territory Management (ETM)'), which distinguishes it from sibling tools like sf_create_service_territory. It also adds domain context by explaining that territories define logical sales regions or account groupings.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides a clear prerequisite ('Requires ETM to be enabled in the org') and context on what territories are used for, giving the model an indication of when to use this tool. It does not explicitly list exclusions or alternative tools, but the ETM qualifier provides sufficient differentiation.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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