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View and Manage Assignment Rules at the Territory Model Level

View and Manage Assignment Rules at the Territory Model Level

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.

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 create and run territory assignment rules:

Manage Territories AND View Setup and Configuration

OR

Customize Application
  1. From Setup, enter Territory Models in the Quick Find box, then select Territory Models.
  2. Click View Rules next to the territory model whose rules you want to manage.
  3. On the Assignment Rules list view, create a rule, open a rule record for complete details, or view criteria when you hover over rule names.

See Also