Run account assignment rules for any territory that has rules defined and belongs to a territory model in Planning or Active state. If your territory is in Planning state, running rules lets you preview account assignments. If your territory is in Active state when you run rules, accounts are assigned to territories according to your rules.
|Available in: Salesforce Classic|
Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with the Sales Cloud
|To run rules within your territories:||
This information applies to Enterprise Territory Management only, not to previous versions of Territory Management.
Open the hierarchy for the territory model the territory model belongs to.
In the tree view or list view, find the territory you want to run rules for.
In list view, click Run Rules. In tree view, hover over the territory name and then click Run Rules. If you want to view the territory record’s details, including its assigned rules, before you run its rules, open the record and then click the Run Rules button in the Assignment Rules Assigned to This Territory related list.