Mass Adding Accounts to a Territory using Territory Assignment Rule via Dataloader
|Knowledge Article Number||000228299|
|Description||Is there anyway to mass add accounts to a specific territory other than doing it manually one by one?|
|Resolution||1. Create Custom Fields with data type “Number” Example. field name = "SFDC TEST".
2. Using Data Loader we have to update "SFDC_TEST__c" field with value 1 for the list of accounts that we need to add to a specific territory
3. Once done we have to set up Territory Assignment Rules rule.
Steps to navigate to territory models:
Setup | Manage Territories | Territory Models.
Click on Territory Name.
In Territory assignment rule click on New.
a) Enter the name of the rule.