Territory Management Data Model Template

Pre-built data model for Salesforce Enterprise Territory Management (Territory2) using flowchart LR format with color coding and relationship indicators.

Objects Included

Object	Type	Description
Territory2Model	STD	Territory model container
Territory2	STD	Individual territories
Territory2Type	STD	Territory classification
UserTerritory2Association	STD	User-to-territory assignments
ObjectTerritory2Association	STD	Account-to-territory assignments
RuleTerritory2Association	STD	Assignment rule linkage

Query Org Metadata (Recommended)

Enrich diagram with live org data:

python3 ../../scripts/query-org-metadata.py \
    --objects Territory2Model,Territory2,Territory2Type,UserTerritory2Association,ObjectTerritory2Association \
    --target-org myorg

Mermaid Template (Preferred)

Left-to-right flowchart with color coding.

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    %% ═══════════════════════════════════════════════════════════════
    %% ENTERPRISE TERRITORY MANAGEMENT DATA MODEL
    %% LEGEND: LK = Lookup (-->), MD = Master-Detail (==>)
    %% Colors: Blue = Standard, Orange = Custom, Green = External
    %% ═══════════════════════════════════════════════════════════════

    %% Territory Model (Container)
    T2Model["Territory2Model<br/>(count)"]

    %% Territory Structure
    Territory2["Territory2<br/>(count)"]
    T2Type["Territory2Type<br/>(count)"]

    %% Associations
    UserT2Assoc["UserTerritory2Association<br/>(count)"]
    ObjT2Assoc["ObjectTerritory2Association<br/>(count)"]
    RuleT2Assoc["RuleTerritory2Association<br/>(count)"]

    %% Related Objects
    User["User<br/>(count)"]
    Account["Account<br/>(count)"]

    %% Relationships - Model Structure
    T2Model ==>|"MD"| Territory2
    T2Model ==>|"MD"| T2Type
    T2Type -->|"LK"| Territory2

    %% Territory Hierarchy (Self-reference)
    Territory2 -.->|"Parent"| Territory2

    %% Relationships - User Assignments
    Territory2 ==>|"MD"| UserT2Assoc
    User -->|"LK"| UserT2Assoc

    %% Relationships - Account Assignments
    Territory2 ==>|"MD"| ObjT2Assoc
    Account -->|"LK"| ObjT2Assoc

    %% Relationships - Rule Assignments
    Territory2 ==>|"MD"| RuleT2Assoc

    %% Standard Objects - Sky Blue
    style T2Model fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style T2Type fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style UserT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style ObjT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style RuleT2Assoc fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937

Key Concepts

Territory2Model States

State	Description
Planning	Model being configured (not active)
Active	Live model in use
Archived	Historical model (read-only)

Only one model can be Active at a time.

Territory Hierarchy

Territories support ParentTerritory2Id self-lookup
Creates hierarchy within a model
Opportunity access rolls up through hierarchy

Assignment Types

Object	Purpose
UserTerritory2Association	Assigns users to territories
ObjectTerritory2Association	Assigns accounts to territories
RuleTerritory2Association	Links assignment rules to territories

Simplified Version (Core Objects Only)

For presentations focusing on core territory structure:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    T2Model["Territory2Model"]
    Territory2["Territory2"]
    User["User"]
    Account["Account"]

    T2Model ==>|"MD"| Territory2
    Territory2 -.->|"Parent"| Territory2
    Territory2 -->|"assigns"| User
    Territory2 -->|"assigns"| Account

    style T2Model fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style User fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937

Opportunity Territory Assignment

Territory Management also affects Opportunities:

%%{init: {"flowchart": {"nodeSpacing": 50, "rankSpacing": 80}} }%%
flowchart LR
    Territory2["Territory2"]
    Account["Account"]
    Opportunity["Opportunity"]

    Territory2 -->|"assigns"| Account
    Account -->|"LK"| Opportunity
    Territory2 -->|"Territory2Id"| Opportunity

    style Territory2 fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Account fill:#bae6fd,stroke:#0369a1,color:#1f2937
    style Opportunity fill:#bae6fd,stroke:#0369a1,color:#1f2937

ASCII Fallback

┌─────────────────────────────────────────────────────────────────────────────┐
│  ENTERPRISE TERRITORY MANAGEMENT DATA MODEL (L→R)                           │
│  Legend: LK = Lookup (-->), MD = Master-Detail (==>)                        │
└─────────────────────────────────────────────────────────────────────────────┘

┌──────────────────┐         ┌──────────────────┐
│ TERRITORY2_MODEL │═══ MD ═>│   TERRITORY2     │◄──── Parent (self)
│     (count)      │         │     (count)      │
└────────┬─────────┘         └────────┬─────────┘
         │                            │
         │ MD                         ├─── MD ──>┌────────────────────────┐
         ▼                            │          │ USER_TERRITORY2_ASSOC  │
┌──────────────────┐                  │          │       (count)          │
│ TERRITORY2_TYPE  │── LK ───────────>┤          └───────────┬────────────┘
│     (count)      │                  │                      │ LK
└──────────────────┘                  │                      ▼
                                      │          ┌────────────────────────┐
                                      │          │         USER           │
                                      │          │       (count)          │
                                      │          └────────────────────────┘
                                      │
                                      ├─── MD ──>┌────────────────────────┐
                                      │          │ OBJECT_TERRITORY2_ASSOC│
                                      │          │       (count)          │
                                      │          └───────────┬────────────┘
                                      │                      │ LK
                                      │                      ▼
                                      │          ┌────────────────────────┐
                                      │          │       ACCOUNT          │
                                      │          │       (count)          │
                                      │          └────────────────────────┘
                                      │
                                      └─── MD ──>┌────────────────────────┐
                                                 │ RULE_TERRITORY2_ASSOC  │
                                                 │       (count)          │
                                                 └────────────────────────┘

Key Relationships Summary

Parent	Child	Type	Behavior
Territory2Model	Territory2	MD	Cascade delete
Territory2Model	Territory2Type	MD	Cascade delete
Territory2Type	Territory2	LK	Type classification
Territory2	Territory2	LK	Parent (hierarchy)
Territory2	UserTerritory2Association	MD	Cascade delete
Territory2	ObjectTerritory2Association	MD	Cascade delete
Territory2	RuleTerritory2Association	MD	Cascade delete
User	UserTerritory2Association	LK	User assignment
Account	ObjectTerritory2Association	LK	Account assignment

Limits & Considerations

Limit	Value
Territory models (total)	Unlimited (1 active)
Territories per model	1,000
Territory hierarchy levels	10
Users per territory	No hard limit
Accounts per territory	No hard limit
Assignment rules	15 per model

Best Practices

Use flowchart LR - Left-to-right flow for readability
Keep objects simple - Name + record count only
Replace (count) placeholders - With actual counts from query
Add LDV indicator - For objects >2M records: LDV[~4M]
Color code object types - Blue=Standard, Orange=Custom, Green=External

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