When using "excludes" in the criteria of a territory assignment rule, the rule behaves differently depending on where it's run from.
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.
This article explains how to make territory assignment rule evaluation consistent regardless of where the rule is run from.
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.
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