Territory fields are blank in the account assigned territory Lookup Search page though they are populated in the Territory records.
Last updated 2020-02-15 ·Reference W-6900245 ·Reported By 2 users
Territory fields are blank in the account assigned territories lookup page though they are populated in the Territory records.
1 In an org with “Enterprise Territory Management”, go to Setup and search for “Territories”
2 Select “Territory Settings”
3 Leave everything to default and select Enable Enterprise Territory Management
4 Create a Territory Type
5 Create a Territory Model
6 On the Territory Model, click on ‘View Hierarchy’
7 Select ‘Create Territory’
8 Ensure that the “Parent Territory”, “Description” and “Forecast Manager” are populated
-To be able to add a Forecast Manager, first assign the user in the Territory
STEPS TO REPRODUCE:
1 Go to and account record in Lightning
2 In the Assigned Territories related list click the assign territories button
3 Search for the name of the territory you just created and click the search option from the drop down
4 This will open the search window and you can see the territory name is the only field populated
Use Classic for more details
Is it Fixed?
Any unreleased services, features, statuses, or dates referenced in this or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make their purchase decisions based upon features that are currently available.