Loading

Why do my territory assignment rules work differently when using the excludes criteria

Udgivelsesdato: Aug 18, 2026
Beskrivelse

When using "excludes" in the criteria of a territory assignment rule, the rule behaves differently depending on where it's run from.

Why This Happens

When territory assignment rules run at the model/parent level (or during an account update), Salesforce uses workflow evaluation criteria to evaluate the rule. When the same rule runs directly from the territory, Salesforce instead evaluates it using an AND condition across all criteria defined in the rule, without using workflow evaluation criteria.

Example: If the `multi_picklist__c` field on the account has the values A, B, C, and the rule criteria says `multi_picklist__c EXCLUDES A, B, C`, the account is not associated with the territory. However, if the field has only A, or only A and B — meaning the field excludes just one of the listed values — the rule applies and the territory is assigned.

Løsning

This article explains how to make territory assignment rule evaluation consistent regardless of where the rule is run from.

How to Resolve This

To bypass the workflow evaluation criteria behavior and always evaluate the filters using the territory-level (AND) logic, enable the permission Enterprise Territory Management: Alternative method for evaluating assignment rules involving multi-picklist fields.

Note: this permission is enabled by default in all new organizations.

Vidensartikelnummer

004205206

 
Indlæser
Salesforce Help | Article