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Setting Up and Managing Territory Assignments
Automate territory assignments for accounts using rules that you define. Rules can apply to parent territories and their child territories. Or assign accounts and leads manually directly in account and lead detail pages.
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 |
- Managing Users and Roles Within Territories
Control access to accounts and leads when you assign users or roles to territories. And determine your reps’ compensation based on the dates that they serve in their assigned territories using reports. - 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. - Assign Accounts Directly to Territory Records
Control territory assignments for accounts that possess unique characteristics and therefore can’t be assigned by rules. - Preview Territory Assignments for Accounts
Validate account assignments before you activate a territory model when you run assignment rules for models in Planning state. Also verify your manual assignments. - Assign Accounts and Leads to Territories Manually
Ensure coverage for accounts and leads when you assign them territories directly in account and lead detail pages. - Add Assignment Rules to Territories
Automate record assignments to territories directly from the territory record. Available rules come from the territory model the territory belongs to. - Assigning Opportunities to Territories Manually
Allocate opportunities to specific territories in Salesforce and enforce the principle of least privilege for the reps and managers within them when you use Sales Territories. - Run the Opportunity Territory Assignment Filter
Assign territories to opportunities based on the filter logic in the Apex class. - Clone Territory Models
Test territory characteristics using copies of territory models in Planning, Active, or Archived states. Cloned models include the original’s territories, assignment rules, users, manually assigned accounts, but not leads. When cloning is complete, new models are in Planning state. - Activate a Territory Model
When you’re satisfied with the structure of your territory model and its territory account assignments, you’re ready to activate it with Sales Territories. Remember that you can also maintain models in Planning and Archived states for further modeling and reference. - Configure Territory Permissions and Access for Salesforce Admins and Users
Ensure that the right users can access the right territory model elements, records, and record elements in Sales Territories. - Run Assignment Rules for a Territory
Run account assignment rules for any territory that has rules defined and belongs to a territory model in Planning or Active state. When you run rules from Setup, accounts are assigned to territories according to your rules if your territory model is in Active or Planning state. - Find Out Which Territories an Assignment Rule Applies To
Identify which territories a single account assignment rule applies to. - View and Manage Assignment Rules at the Territory Model Level
View and manage account assignment rules at a high level. Start from the territory model record to create, edit, or view rules for the model’s territories. From the model-level list of rules, you can view rule criteria, or open a rule record to find out which territories it’s assigned to. - Activating Assignment Rules and Applying Them to Descendant Territories
The ability to apply an assignment rule to descendant territories is available at the territory level only. You can’t apply assignment rules to descendants at the territory model level. The only option you get is to apply a rule to descendant territories if you access the rule’s record from an individual territory.
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