📋 Proposed Field Specification
Field LabelSales Region
API NameSales_Region__c
Data TypePicklist
ValuesNorthEast · MidWest · SouthEast · West · Central
RequiredRecommended — via Validation Rule
Default ValueNone (explicit selection)
Help TextGeographic region of the sales team working this opportunity
Field HistoryEnable — track region changes
Naming Convention__c suffix matches existing: DeliveryInstallationStatus__c, TrackingNumber__c
Page Layouts — 4 layouts to update
The new field must be added to relevant layouts. Recommended placement:
- Opportunity (Sales) Layout — Add to "Opportunity Information" section, near
Type field. ★ Priority
- Opportunity Layout — Add to main section for visibility across all teams
- Opportunity (Marketing) Layout — Add for campaign-to-region reporting
- Opportunity (Support) Layout — Optional, add as read-only
Validation Rules — New rule needed
Following the org's pattern (see Require_Line_of_Business and Require_Opportunity_Type), create:
- Rule name:
Require_Sales_Region
- Formula:
ISPICKVAL(Sales_Region__c, '')
- Error: "Sales Region is required."
- Error field:
Sales_Region__c
Reports & Dashboards
New reporting capabilities enabled:
- Pipeline by Region report
- Win rate by Region analysis
- Revenue by Region dashboard component
- Forecast breakdown by territory
- Stage velocity comparison across regions
Salesforce Maps Integration
This org has Salesforce Maps installed. The Sales Region field can be:
- Used as a filter in route planning
- Linked to Maps territory definitions
- Auto-populated via Maps geo-assignment rules
- Visualized on map layers by region color
Security & Visibility
Field-level security configuration:
- Sales profiles — Read/Write access
- Marketing profiles — Read-only access
- Support profiles — Read-only access
- System Admin — Full access (auto)
- Consider: Should reps see only their region's opps?
Related Considerations
Check existing fields for overlap:
OwnerId — already tracks rep, but not territoryLeadSource — lead origin, not geographyAccount.BillingState — customer location ≠ sales region- No existing region field — safe to add