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Sales Performance Management
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            Assigning Units Based on Rules and Criteria

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            Assigning Units Based on Rules and Criteria

            Ensure that your sales and service reps nurture accounts that fall within their areas of responsibility using assignment rules and criteria in Territory Planning.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
            • Considerations for Assigning Units Based on Rules
              Handle assignment conflicts and errors so that every account belongs to the most suitable rep when you create, update, and run assignment rules in Territory Planning.
            • Assign Units Based on Rules That You Define
              Distribute accounts to reps based on their areas of responsibility, such as industry, annual revenue, and number of employees. Fine-tune assignment rules and their criteria from Salesforce territory models and create any other rules that matter for your sales and service leadership in Territory Planning.
             
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