---
schema_version: "1"
id: 93e584adb1df28962027f5982e5910b110d55c77318c9b6b354f6b5ebc5e604d
title: Add Assignment Rules to Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_assign_rules_to_territories_manually.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_assign_rules_to_territories_manually.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fbf985d020fcf5070350a4c62ed0c05b0d48b8de8579092527e7082b38347f19
description: Automate record assignments to territories directly from the territory record. Available rules come from the territory model the territory belongs to.
products:
  - Sales Cloud
release: "264"
---
# Add Assignment Rules to Territories

Automate record assignments to territories directly from the territory record. Available rules come from the territory model the territory belongs to.

### 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>

<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="d17527e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17527e72 ">To assign rules to a territory:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17527e72 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Territories</p>
            </td>

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

1. Open the territory you want to assign rules to.
2. 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.
3. 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.
4. Apply selected rules to child territories as appropriate.
5. Click **Assign**.

#### See Also

- [How Do Permissions for Territories Affect Feature and Data Access?](https://help.salesforce.com/s/articleView?id=sales.tm2_how_access_permissions_work.htm&release=264.0.0&type=5 "Anticipate how permissions for Sales Territories affect administration and provide access to records and data.")