---
schema_version: "1"
id: 641c0c805e3ba5aa3b3dc568b377b01f20cb4a0609f54b69da01f95e01a2f971
title: Assigning Units Based on Rules and Criteria
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_design_assignment_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_assignment_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 89606aaf4a93cac55ae9fe7d31bca30651b4fddcc5408e7716eecdf122dfc24f
description: Ensure that your sales and service reps nurture accounts that fall within their areas of responsibility using assignment rules and criteria in Territory Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assigning Units Based on Rules and Criteria

Ensure that your sales and service reps nurture accounts that fall within their areas of responsibility using assignment rules and criteria in Territory Planning.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

- **[Considerations for Assigning Units Based on Rules](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_assignment_rules_considerations.htm&release=264.0.0&type=5)**  
    Handle assignment conflicts and errors so that every account belongs to the most suitable rep when you create, update, and run assignment rules in Territory Planning.
- **[Assign Units Based on Rules That You Define](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_assignment_rules_criteria.htm&release=264.0.0&type=5)**  
    Distribute accounts to reps based on their areas of responsibility, such as industry, annual revenue, and number of employees. Fine-tune assignment rules and their criteria from Salesforce territory models and create any other rules that matter for your sales and service leadership in Territory Planning.