Excel Add-In for Vault CRM

Build 25.0.9434

Territories

Stores information about geographic or organizational territories assigned to field teams or sales representatives. Each record defines a distinct territory with attributes for regional planning and resource alignment.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the territory record within the Veeva Vault system.

Global ID String True

System-generated global identifier used to uniquely identify the territory across Vault environments.

Link String False

Direct hyperlink to the full Vault record for this territory, useful for quick access and integration.

Name String False

Descriptive name assigned to the territory, often representing a geographic or organizational segment.

Status String False

Current operational state of the territory, such as Active, Inactive, or Archived.

Created By String True

User who initially created the territory record in the Vault system.

Created Date Datetime True

Timestamp indicating when the territory record was first created.

Last Modified By String True

User who last updated or modified the territory record.

Last Modified Date Datetime True

Timestamp of the most recent update made to the territory record.

API Name String False

System-friendly identifier for the territory, used in API integrations and configuration scripts.

Country String False

Country or region associated with the territory, which can affect data access or reporting.

Description String False

Free-text field providing additional context, purpose, or notes about the territory.

Parent Territory String False

Reference to the parent territory, used to define hierarchical territory structures.

Master Align Id String False

Identifier linking the territory to its master alignment definition, used in alignment planning and management.

Legacy CRM Id String False

Identifier from a previous or external Customer Relationship Management (CRM) system, used for data migration or cross-platform mapping.

Owner String False

User or role responsible for managing the territory and associated data or activities.

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Build 25.0.9434