Mass Add Salesforce Accounts to an Enterprise Territory Management (ETM) Territory Using Territory Assignment Rules and Data Loader

Overview

The following steps explain how to use a custom Number field on the Account object, Data Loader, and Territory Assignment Rules to mass-add Accounts to a specific Territory in Salesforce Enterprise Territory Management (ETM).

Step 1: Create a Custom Number Field on the Account Object

Create a custom field on the Account object with the data type Number. For example, name the field "SFDC TEST."

Step 2: Use Data Loader to Populate the Field

Use Data Loader to populate the SFDC TEST field with the value 1 for all Accounts that need to be added to the specific Territory.

Step 3: Create and Activate a Territory Assignment Rule

Navigate to your Territory Model:

• Lightning Experience: Gear icon > Setup > Feature Settings > Sales > Territories > Territory Models
• Salesforce Classic: Setup > Manage Territories > Territory Models

Then:

1. Click the Territory Name.
2. Under Territory Assignment Rules, click New.
3. Enter a name for the rule.
4. Set the selection criteria: SFDC TEST Equals 1.
5. Activate the rule and click Save.

Step 4: Run the Assignment Rules

Under the "Assignment Rules Assigned to This Territory" section, click Run Rules. Salesforce automatically adds all matching Accounts to the Territory.