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            Assign Units Based on Rules That You Define

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            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.

            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
            User Permissions Needed
            To modify alignments:

            Sales Planning Ops Analyst permission set

            AND

            Query for Datapipelines User for Sales Planning permission set

            AND

            SF Maps Territory Planning for Sales Planning permission set
            1. Open an alignment whose units you want to assign using criteria in assignment rules.
            2. Edit an area. In Assignment Rules, click Add a Rule, and then add criteria for assigning accounts to the area’s owner.
              Criteria that you add to assignment rules in an area
              If you assign boundaries to areas, Territory Planning generates boundary rules, which appear as assignment rules. If you remove boundary assignments, you also remove their corresponding generated boundary rules.
            3. Save your changes.
            4. Add account rules and criteria for any other areas in the alignment.
              Assignment rules distribute the units to areas based on the criteria that you set.
              Area assignments based on rules and their criteria
              When you publish alignments to Sales Territories, you also publish your assignment rule updates and generated boundary rules for accounts.
             
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