Why isn't Account Territory automatically set to the Account Owner's territory?
|Knowledge Article Number||000005659|
|Description||QUESTION: When a user creates a new Account, the Account Territory doesn't get set to the user's Territory, why not?|
|Resolution||ANSWER: Account owner does NOT determine the Territory - unless part of a rule.
Every Account can have zero, one or more Territories at any given time:
To make the Owner field automatically determine and set the Account's Territory make a rule:
NOTE: New rule will only apply to New/Edited Accounts unless you click "Run Rules" to re-apply all rules to all existing Accounts.
Also see all Account page layouts (Setup | Customize | Accounts | Page Layouts) for the 2 check boxes near the top which determine whether Account Territory Assignment Rules are applied automatically to new/edited Account records: