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            Create Rules to Assign Accounts to Territories

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            Create Rules to Assign Accounts to Territories

            Automate assignments of new and updated accounts to territories using rules that you create and run. Rules identify characteristics you use to define that territory, and tell Sales Territories to assign accounts with those characteristics to that territory. Accounts are assigned to territories according to your rules on account creation or update only if your territory model is in Active state.

            Required Editions

            Available in: Salesforce Classic for some features and Lightning Experience for all features
            Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To create or edit assignment rules:

            View All Records on Accounts AND Manage Territories

            AND

            View Setup and Configuration OR Customize Application
            Tip
            Tip Don’t assign a rule to a territory if that rule is a child of another rule that’s already assigned to the territory. To find out what rules apply to a territory, open the territory’s record detail page and look at the Assignment Rules Assigned to this Territory related list. If a rule has Apply to Child Territories selected, do not assign the rule separately to child territories.
            1. From the territory model hierarchy, open the territory where you want to create a rule.
            2. On the detail page, in the Assignment Rules Defined in this Territory related list, click New.
            3. On the rule edit page, enter a name for the new rule and define selection criteria.
              If your org has enabled state and country picklists, territory assignment rules using states as a criteria must use contains matching instead of equals matching.

              Keep in mind that ZIP/postal codes are alphanumeric fields, not number fields, so in a comparison, 9 is “higher” than 80000, for example.

            4. If you want the rule to also apply to the current territory’s descendents, select Apply to child territories.
            5. If you want the rule to run when a user creates or updates an account, select the Active checkbox.
              For account updates, these conditions are required for the territory rules to run.
              • If the account is updated in Salesforce, Evaluate this account against territory rules on save is selected and the rule is assigned to a territory in the active territory model.
              • If the account is updated via API, AssignmentRuleHeader is specified.

              For account inserts, Run territory assignment rules during account inserts in Territory Settings is selected.

            6. Click Save to save the rule and return to the territory detail page.
            Example
            Example Rules can work together within territories and child territories. For example, you create a territory called Western States, with child territories Washington, Oregon, and California. From the Western States territory record, you create a rule that assigns accounts in Washington, Oregon, and California to that territory. You apply that rule to child territories and then, from the California territory record, you create a rule that assigns accounts in California to the California territory.

            For any child territories for the California territory, you don’t have to specify the state in the criteria if you mark the California territory rule as inheritable to child territories. Instead, you can use more specific criteria, such as ZIP code or industry.

            See Also

             
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