Components installed with Sales Territory Management​

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Several types of components are installed with activation of the Sales Territory Management​ plugin, including user roles.

    Roles installed

    Role title [name] Description Contains roles

    Sales Territory Override

    [sn_sales_territory.sales_territory_override_user]    		 Role for overriding territory associated on Lead, Opportunity, Account, or Consumer. None

    Sales Territory Viewer

    [sn_sales_territory.sales_territory_viewer]    		 Role for viewing sales territory levels, territory models, territories, and sales data.
    • sn_tp.territory_read
    • sn_sales_territory.sales_territory_basic

    Sales Territory admin

    [sn_sales_territory.sales_territory_admin]    		 Role for creating and managing sales territory levels, territory models, and territories.
    • sn_lead_mgmt_core.lead_viewer
    • sn_quote_mgmt_core.quote_viewer
    • sn_tp.territory_admin
    • sn_opty_mgmt_core.opportunity_viewer
    • sn_tmt_core.inbound_queue_read
    • sn_customerservice.customer_data_viewer
    • sn_sales_territory.sales_territory_basic
    • sn_sales_territory.sales_territory_override_user

    Sales Territory Manager

    [sn_sales_territory.sales_territory_manager]    		 Role for managing resources of the assigned territory and its child territories.
    • sn_sales_territory.sales_territory_basic
    • sn_tp.territory_resource_manager

    Sales Territory Basic

    [sn_sales_territory.sales_territory_basic]    		 Granular role to access sales territory data. None

    Sales Territory Member

    [sn_sales_territory.sales_territory_member]    		 Role for viewing the sales territory associated on the CRM entities like Lead, Opportunity, Account, or Consumer.
    • sn_tp.territory_member
    • sn_crm_customer_access_management_user
    • sn_sales_territory.sales_territory_basic