Territory Management Skill

When to Use This Skill

Invoke this skill when the user mentions:

• Territory management, territory planning
• Territory2, Territory2Model, Territory2Type
• Territory hierarchy, territory structure
• User territory assignment, account territory assignment
• Territory rules, assignment rules
• Territory model activation, territory model lifecycle

Quick Reference

Territory2 Object Hierarchy

Territory2Model (Container)
├── Territory2Type (Category/Priority)
├── Territory2 (Individual territories)
│   ├── UserTerritory2Association (User assignments)
│   └── ObjectTerritory2Association (Account assignments)
├── Territory2Rule (Assignment rules)
└── Territory2ObjectExclusion (Assignment blocks)

Model States

State	Modifiable	Active	Notes
Planning	Yes	No	Default for new models
Active	Limited	Yes	Only 1 per org
Archived	No	No	Read-only, permanent
Cloning	No	No	Temporary during clone

Access Level Values

Level	Account	Opp/Case/Contact
None	N/A	No access
Read	View only	View only
Edit	View + Edit	View + Edit
All	Full control	N/A

Assignment Causes

Cause	Description
Territory2Manual	Manual assignment
Territory2Rule	Assignment rule
Territory2Api	API/programmatic

7-Phase Methodology

Phase	Focus	Key Actions
0. Pre-flight	Validation	Check permissions, model state, feature enabled
1. Discovery	Analysis	Query current state, map hierarchy, analyze coverage
2. Design	Planning	Structure hierarchy, define types, plan rules
3. Validation	Verification	Check uniqueness, references, no cycles
4. Checkpoint	Backup	Capture current state for rollback
5. Execution	Deployment	Create/update/delete with chunking
6. Assignment	Routing	Assign users and accounts
7. Verification	Confirmation	Validate deployment, generate report

Agent Routing

Need	Agent	Trigger
Full orchestration	sfdc-territory-orchestrator	Complex, multi-phase
Read-only analysis	sfdc-territory-discovery	Discovery, health check
Structure design	sfdc-territory-planner	Design, planning
Execute changes	sfdc-territory-deployment	Deploy, CRUD
User/account assignment	sfdc-territory-assignment	Assignments
Monitor operations	sfdc-territory-monitor	Status, logs

Complexity Scoring

Score = (territories / 100) * 0.2 +
        (depth / 7) * 0.15 +
        (users / 500) * 0.2 +
        (accounts / 10000) * 0.2 +
        (rules / 20) * 0.15 +
        (hasOverlap ? 0.1 : 0)

Thresholds: <0.3 (Simple), 0.3-0.7 (Moderate), >0.7 (Complex)

CLI Commands

# Query models
sf data query --query "SELECT Id, Name, State FROM Territory2Model" --target-org $ORG

# Create territory
sf data create record --sobject Territory2 \
  --values "Name='...' DeveloperName='...' Territory2ModelId='...' Territory2TypeId='...' AccountAccessLevel='Edit'" \
  --target-org $ORG

# Assign user
sf data create record --sobject UserTerritory2Association \
  --values "UserId='...' Territory2Id='...' RoleInTerritory2='...'" \
  --target-org $ORG

# Assign account
sf data create record --sobject ObjectTerritory2Association \
  --values "ObjectId='...' Territory2Id='...' AssociationCause='Territory2Manual'" \
  --target-org $ORG

Limits

Limit	Value
Models per org	4
Active models	1
Territories per model	99,999
Bulk batch size	200

Related Files

• methodology.md - Detailed 7-phase workflow
• data-quality-protocol.md - Validation requirements
• error-taxonomy.md - Common errors and recovery
• hierarchy-design-patterns.md - Design patterns
• implementation-checklist.md - Pre-deployment gates