When do account assignment rules evaluate accounts? | Salesforce
When do account assignment rules evaluate accounts?
This information applies to the original Territory Management feature only, and not to Enterprise Territory Management.
Active account assignment rules automatically evaluate accounts and assign them to territories when:
An account is created using the Salesforce user interface, the Force.com
API version 20.0 or earlier, or a client such as Connect Offline.
An account is imported using an import wizard.
An account is created by the conversion of a lead.
An account is edited and saved if the Select by default checkbox is selected for the “Evaluate this account against territory rules on save” checkbox option under Layout Properties. If the account assignment rule initiates an opportunity ownership change, you must have transfer access on the opportunity.
An account is edited and saved via the Force.com API.
Run Rules is clicked on a territory detail page, provided the Exclude from territory assignment rules checkbox on the account is deselected.
Save & Run Rules is clicked on the manage account assignment rules page for a territory, provided the Exclude from territory assignment rules checkbox on the account is deselected.