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Use Data Loader to Assign Territory to Account with Sales Territories

Udgivelsesdato: Aug 20, 2024
Beskrivelse

Data Loader can be used to assign territories to accounts when Sales Territories is enabled. 

Løsning

The object ObjectTerritory2Association represents an association between a territory and an object record, such as an account. To assign an account to a territory:


1. Prepare a CSV file with the following column headers:
  • AssociationCause: the value should be 'Territory2Manual'
  • AccountId 
  • Territory2Id 
2. Open Data Loader and click Insert. 
3. Log in using your Salesforce credentials.
4. On the 'Select Salesforce object' box, select 'Show all Salesforce objects' box then highlight the ObjectTerritory2Association.
5. Choose the CSV file that was created in step 1.
6. Click Create or Edit a Map then select Auto-Match fields to columns.
7. Click OK.
8. Select the directory where your success and error files will be saved then click Finish. 


See also:
ObjectTerritory2Association
Sales Territory Objects

Vidensartikelnummer

000388104

 
Indlæser
Salesforce Help | Article