Find Out Which Territories an Assignment Rule Applies To

Identify which territories a single account assignment rule applies 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 view assignment rule details:

View Setup and Configuration

AND

Manage Territories

  1. From Setup, enter Territory Models in the Quick Find box, then select Territory Models to view a list of your organization’s territory models.
  2. Find the model in which the rule operates and click View Rules to see a list of all the rules associated to the model and its territories.
  3. Click the rule name and look for the territories it applies to in the Assigned Territories related list.