Territory fields are blank in the account assigned territory Lookup Search page though they are populated in the Territory records.
Last updated 2022-02-10 ·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
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Is it Fixed?
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