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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.
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 |
When you run assignment rules and publish territory models, conflict logs in CSV files provide details about account assignments that can require your attention.
Unlocked Units
If any unlocked units don’t meet assignment rule criteria, Territory Planning doesn’t assign them to territories. Conflict logs provide details about account assignments that don’t match rules.
To avoid conflicts and errors, assign each unlocked unit to a territory manually and then lock them. When you publish your model to Sales Territories, select the option to publish manual assignments.
Assignment Rules
When you run assignment rules:
- Territory Planning assigns each unit to one territory. For units that match criteria for multiple territories, Territory Planning assigns them to a territory based on its order in the hierarchy.
- Sales Territories, however, can assign certain accounts to multiple territories depending on the criteria in your assignment rules.
Conflict logs provide details about account assignments that can result in multiple territory assignments.
To avoid conflicts and errors, adjust assignment rules so that they’re more restrictive and reduce the likelihood that units match criteria for multiple territories.
Rules Imported from Sales Territories
If you import rules from Sales Territories, and the field values for those rules don’t match Salesforce field values exactly, the values don't appear in the rules within Territory Planning.
For example, Sales Territories includes the Industry rule with the field value agriculture. But the corresponding field value in Salesforce and Territory Planning is Agriculture. The value doesn’t appear as an available selection for the Industry rule in Territory Planning.
To avoid conflicts and errors, in Sales Territories, confirm that field values for rules match Salesforce field values exactly.
Postal Codes
Some units’ postal codes in Territory Planning can differ from the corresponding accounts’ postal codes in Salesforce records. Territory Planning determines postal codes based on each unit’s latitude and longitude coordinates.
To avoid conflicts and errors, publish to the Sales Territories planning model, and then run assignment rules. That way, you can analyze assignment results.
Rules Published from Territory Planning
Rules that you publish from Territory Planning can affect assignments for all accounts in Salesforce—not just the ones in your datasets.
To avoid conflicts and errors, publish to the Sales Territories planning model, and then run assignment rules. That way, you can analyze assignment results.
