---
schema_version: "1"
id: 2e9b4dadbf7fcaee9f6c0a8b4df1ffb07b57aa66adc515abda3d7b23e734d94b
title: Setting Up and Managing Territory Assignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_assign_accounts_to_territories.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_assign_accounts_to_territories.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c435f7956b2a8ad1bdcf18b8cfa5c84dac8d6115e15362879abc05fb23e30b2e
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<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: Salesforce Classic for some features and Lightning Experience for all features</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

- **[Managing Users and Roles Within Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_user_management.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_accounts_by_rules.htm&release=264.0.0&type=5)**  
    Automate assignments of new and updated accounts to territories using rules that you create and run. The rules identify characteristics that you use to define that territory, and tell Sales Territories to assign accounts with those characteristics to that territory. Salesforce assigns accounts to territories according to your rules when you create or update an account, but only if your territory model is in Active state.
- **[Assign Accounts Directly to Territory Records](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_accounts_manually.htm&release=264.0.0&type=5)**  
    Control territory assignments for accounts that possess unique characteristics and therefore can’t be assigned by rules.
- **[Preview Territory Assignments for Accounts](https://help.salesforce.com/s/articleView?id=sales.tm2_preview_account_assignments.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_territories_manually.htm&release=264.0.0&type=5)**  
    Ensure coverage for accounts and leads when you assign them territories directly in account and lead detail pages.
- **[Add Assignment Rules to Territories](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_rules_to_territories_manually.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_assign_territory_to_opportunity.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_run_ota_filter.htm&release=264.0.0&type=5)**  
    Assign territories to opportunities based on the filter logic in the Apex class.
- **[Clone Territory Models](https://help.salesforce.com/s/articleView?id=sales.tm2_clone_territory_model_types.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_activate_territory_model.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_configure_territory_management_access_for_users.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_run_assignment_rules.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_find_territories_for_a_rule.htm&release=264.0.0&type=5)**  
    Identify which territories a single account assignment rule applies to.
- **[View and Manage Assignment Rules at the Territory Model Level](https://help.salesforce.com/s/articleView?id=sales.tm2_manage_rules_model_level.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.tm2_assignment_rule_activation.htm&release=264.0.0&type=5)**  
    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.