---
schema_version: "1"
id: 19ddb07f4ffae40fde845754598ffd1d4d5ab3bd1bd340997aa00c48d0df22dc
title: Assign Units Based on Rules That You Define
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_criteria.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_assignment_rules_criteria.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 16ea3f5834decd126dfecf3a2b2d22588994f164bd4f76a8e4c58ccd79ad5707
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assign Units Based on Rules That You Define

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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d38385e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38385e77 ">To modify alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38385e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Open an alignment whose units you want to assign using criteria in assignment rules.
2. Edit an area. In Assignment Rules, click **Add a Rule**, and then add criteria for assigning accounts to the area’s owner.
    
    ![Criteria that you add to assignment rules in an area](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_assignment_rules_1.png)
    
    If you assign boundaries to areas, Territory Planning generates boundary rules, which appear as assignment rules. If you remove boundary assignments, you also remove their corresponding generated boundary rules.
3. Save your changes.
4. Add account rules and criteria for any other areas in the alignment.
    
    Assignment rules distribute the units to areas based on the criteria that you set.
    
    ![Area assignments based on rules and their criteria](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_assignment_rules_2.png)
    
    When you publish alignments to Sales Territories, you also publish your assignment rule updates and generated boundary rules for accounts.