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            Add Assignment Rules to Territories

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            Add Assignment Rules to Territories

            Automate record assignments to territories directly from the territory record. Available rules come from the territory model the territory belongs to.

            Required Editions

            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 rules to a territory:

            View Setup and Configuration

            AND

            Manage Territories
            1. Open the territory you want to assign rules to.
            2. On the territory’s detail page, in the Assignment Rules Assigned to This Territory related list, click Assign Rules to see a list of rules available in the model.
            3. In the Available related list, hover over the names of available rules to view the details of their criteria. Select the checkbox for as many as 15 rules that you want to assign to the territory. To view more rules, click More beneath the list.
              Each selected rule appears in the Selected related list.
            4. Apply selected rules to child territories as appropriate.
            5. Click Assign.

            See Also

             
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