Automate record assignments to territories directly from the territory record. Available rules come from the territory model the territory belongs to.
Required Editions
| Available in: Salesforce Classic for some features and Lightning Experience for all features |
| Available in: Performance and Developer Editions and in Enterprise and Unlimited Editions with Sales |
| User Permissions Needed | |
|---|---|
| To assign rules to a territory: |
View Setup and Configuration AND Manage Territories |
- Open the territory you want to assign rules to.
- On the territory’s detail page, in the Assignment Rules Assigned to This Territory related list, click Assign Rules to see a list of rules available in the model.
-
In the Available related list, hover over the names of available rules
to view the details of their criteria. Select the checkbox for as many as 15 rules that you
want to assign to the territory. To view more rules, click More beneath
the list.
Each selected rule appears in the Selected related list.
- Apply selected rules to child territories as appropriate.
- Click Assign.