Activating Assignment Rules and Applying Them to Descendant Territories

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.

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

With this restriction in mind, make sure that you create or edit a rule record from the appropriate place. Starting from the territory record gives you the most options. Make sure that you activate all assignment rules you want to use: inactive rules do not affect assignments for associated territories or any descendant territories they have been applied to.

Example You have a territory model called US, and its hierarchy has two territories: Eastern States and Western States. The Eastern States territory has an assigned rule called Eastern States Accounts. If you open the record for the territory model, US, then click View Rules and from there click Edit to edit the Eastern States Accounts rule record, the final step lets you activate the rule.

If you start from the Eastern States territory record, then click Edit next to the Eastern States Accounts rule record, in addition to the step where you activate or deactivate the rule, you see another step that lets you apply the rule to the Eastern States territory’s descendants.