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What is territory assignment rules in Salesforce?
You can assign accounts to the territories they belong to manually or by applying assignment rules. A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory.
What is Territory Type in Salesforce?
Territory types are used for organizing and creating territories only. They don’t appear on territory model hierarchies. Territory Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types.
How do you assign accounts to a territory?
You can assign accounts to the territories they belong to manually or by applying assignment rules. A rule identifies one or more characteristics you use to define that territory, and tells Enterprise Territory Management to assign accounts with those characteristics to that territory.
How do you assign a territory in Salesforce?
From the Territory Models page in Setup, open the Current Fiscal Year territory model by clicking View Hierarchy, and then open the Northern California territory. In the Assignment Rules Assigned to This Territory related list, click New. On the rule edit page, for the rule’s name, enter Northern California Zip Code.
When do you assign accounts according to rules?
If your territory model is in Planning state, running rules lets you preview account assignments. If your territory model is in Active state when you run rules, accounts are assigned to territories according to your rules.
How many territories can be activated at one time?
Only one model can be in the Active state at one time, and you can activate a model only if it’s in the Planning state. After activating a model, you can’t reset it to Planning state. You can set it only to Archived. And after you archive a territory model, you can’t reactivate it, so make sure you plan carefully!