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Preview Territory Assignments for Accounts
Validate account assignments before you activate a territory model when you run assignment rules for models in Planning state. Also verify your manual assignments.
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 run rules: | Manage Territories AND View Setup and Configuration OR Customize Application |
| To preview territory model assignments: | Manage Territories AND View Setup and Configuration |
To protect data quality, you can’t modify a territory until you receive the email confirming that the rules have been run successfully. If rules do not run successfully, follow instructions provided in the email for troubleshooting specific issues.
- Open the record for the territory model whose assigned accounts you want to preview and click View Hierarchy.
- Verify that the model is in Planning state.
- Click Run Assignment Rules.
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Select whether to include all accounts or a subset of accounts. Running rules
for all accounts can take a long time. To run rules for fewer accounts, select a
last-modified date range, other filter criteria (an account field, operator, and
value), or both. Reference fields and picklist values aren’t available.
When rules are finished running, we send an email to let you know.
- From the territory model hierarchy, open each territory and descendent affected assignment rules. Also open territories that have manual account assignments.
- On the territory detail page, click View Accounts to see the accounts assigned to the territory. (Accounts assigned to the territory’s child territories aren’t shown.) The Method column indicates how each account was assigned: by a rule or manually.
If you change the rules for a territory, run rules again to view those changes. In this case, consider running rules on that territory only. To do so, navigate to the territory’s detail page, scroll to the Assignment Rules Defined in this Territory related list, and click Run Rules.
The Manage Territories permission:
- Provides users access to territories in planning and archived state and to the list of accounts assigned to territories in planning and archived state.
- Doesn’t provide access to the accounts assigned to territories in planning and archived state. Only the account name and ID fields appear in the list. To run territory planning reports, users must get access to accounts via a method other than the permission.
