Essentials for New Lightning Experience Administrators: Accounts and Users in Multiple Territories

Accounts and Users in Multiple Territories

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Both accounts and users can exist in multiple territories.

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The statement "Both accounts and users can exist in multiple territories" is false.

In Salesforce, territories are used to organize accounts and opportunities based on specific criteria, such as geography, industry, or size. Territories are used to assign accounts and opportunities to sales reps, enabling sales teams to focus on specific regions or industries.

While accounts can be associated with multiple territories, users cannot. In Salesforce, a user is typically associated with a single territory, which determines which accounts and opportunities they can access and work with. This is because a user's territory determines their sales focus, and focusing on multiple territories can lead to conflicts of interest and confusion.

Therefore, while accounts can exist in multiple territories, users cannot.