If you want to view and manage account assignment rules at a high level, you can. Start from the territory model record to create, edit, or view rules for the model’s territories. From the model-level list of rules, you can view rule criteria, or open a rule record to find out which territories it’s assigned to, if any.
|Available in: Salesforce Classic|
Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud
|To create or manage territory rules:||
“View Setup and Configuration”
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
From Setup, enter Territory Models in the Quick Find box, then select Territory Models.
Click View Rules next to the territory model whose rules you want to manage.
On the Assignment Rules list view, you can create a new rule, open a rule record for complete details, or hover over the rule name to view its criteria.