Create an assignment plan with rules that route records to users based on geographic criteria.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To configure Salesforce Maps: | Customize Application |
- From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
- Find the Salesforce Maps package, and then click Configure.
- On the Auto Assignment tab, create an assignment plan and give it a name.
- Add rules to route records to users based on geographic criteria (for example, the territory shape that a record falls in).
- Select the target object, and map the address fields that the rule evaluates.
- Activate the plan, and then save.
Records that match the plan's rules are assigned to the corresponding users.
To assign records on a schedule or in bulk, run assignments as a batch (see Salesforce Help: Schedule and Run Record Assignments). To trigger assignments from custom automation, use the AssignRecords global method in the Salesforce Maps Developer Guide.