Assign Accounts Directly to Territory Records

Control territory assignments for accounts that possess unique characteristics and therefore can’t be assigned by rules.

Available in: Salesforce Classic for some features and Lightning Experience for all features

Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales

User Permissions Needed
To assign accounts manually within your territories:	View Setup and Configuration AND Manage Territories

User Permissions Needed

To assign accounts manually within your territories:

View Setup and Configuration

AND

Manage Territories

From the territory model hierarchy, open the territory where you want to assign one or more accounts.
On the territory’s detail page, in the Manually Assigned Accounts related list, click Add Accounts to see a list of your accounts. You can adjust the list view.
In the Available related list, select the checkbox for each account you want to assign. To view more records, click More beneath the list.
Each selected account appears in the Selected related list.
Click Assign.

Product Area