Update the Maps Auto-Assignment Fields to Reassign Ownership

This article explains how to update the Maps Assignment Rule field so Salesforce Maps reassigns records to a new owner, for example when a rep switches territories.

Prerequisites

• Marker Layer Building: Filters
• Using Mass Actions
• Auto Assignment

Reassigning Records to a New Owner

Once you've created your Assignment Rule and Shape Layers, you need to select the records you want to reassign. Suppose you need to transfer all records from one user to another.

1. Plot a Marker Layer filtered by the old owner's ID. Alternatively, if these records are in a small geographic area, you may want to filter by city, state, or zip.
2. You should now see all of that territory's records plotted. Select all of the records using either a polygon, circle, or square selection.
3. Right-click the shape to open the Mass Actions menu. Select Update Field.
4. For the Query, select the Marker Layer you plotted. For the field, select Maps Assignment Rule. Ensure the Value is blank. Select Save & Close.
5. Once the Maps Assignment Rule field is cleared for those records, you need to transfer ownership to the new owner. To complete the transfer, you can either allow the Auto Assignment batch to run on its own (every four hours), or force it to assign the records by selecting Run for the associated Auto Assignment Plan on the Salesforce Maps configuration page.