Create Enterprise Territory Management Territory
sf_create_territoryCreate 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
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Territory display label | |
| description | No | Territory description | |
| territoryName | Yes | Territory API name | |
| territoryType | No | Territory2Type API name (must exist in org) | |
| caseAccessLevel | No | Case access | View |
| accountAccessLevel | No | Account access for territory members | View |
| parentTerritoryName | No | Parent territory name for hierarchy | |
| opportunityAccessLevel | No | Opportunity access | View |