---
schema_version: "1"
id: c233bde24f862fe8cdcf9cc466497363d561a5ce6d501ec48d3f94c915a948d6
title: Preview Territory Assignments for Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_preview_account_assignments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_preview_account_assignments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 19995265901db55af54cdd8952502bd83b5734f60001b9f3bd667c312a4f5390
description: Validate account assignments before you activate a territory model when you run assignment rules for models in Planning state. Also verify your manual assignments.
products:
  - Sales Cloud
release: "264"
---
# Preview Territory Assignments for Accounts

Validate account assignments before you activate a territory model when you run assignment rules for models in Planning state. Also verify your manual assignments.

### 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="d47246e65">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47246e65 ">To run rules:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47246e65 ">
              <p>Manage Territories AND View Setup and Configuration</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47246e65 ">To preview territory model assignments:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47246e65 ">
              <p>Manage Territories</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>
          </tr>
        </tbody>
      </table>

To protect data quality, you can’t modify a territory until you receive the email confirming that the rules have been run successfully. If rules do not run successfully, follow instructions provided in the email for troubleshooting specific issues.

1. Open the record for the territory model whose assigned accounts you want to preview and click **View Hierarchy**.
2. Verify that the model is in Planning state.
3. Click **Run Assignment Rules**.
4. Select whether to include all accounts or a subset of accounts. Running rules for all accounts can take a long time. To run rules for fewer accounts, select a last-modified date range, other filter criteria (an account field, operator, and value), or both. Reference fields and picklist values aren’t available.
    
    When rules are finished running, we send an email to let you know.
5. From the territory model hierarchy, open each territory and descendent affected assignment rules. Also open territories that have manual account assignments.
6. On the territory detail page, click **View Accounts** to see the accounts assigned to the territory. (Accounts assigned to the territory’s child territories aren’t shown.) The Method column indicates how each account was assigned: by a rule or manually.

If you change the rules for a territory, run rules again to view those changes. In this case, consider running rules on that territory only. To do so, navigate to the territory’s detail page, scroll to the Assignment Rules Defined in this Territory related list, and click **Run Rules**.

The Manage Territories permission:

- Provides users access to territories in planning and archived state and to the list of accounts assigned to territories in planning and archived state.
- Doesn’t provide access to the accounts assigned to territories in planning and archived state. Only the account name and ID fields appear in the list. To run territory planning reports, users must get access to accounts via a method other than the permission.

#### 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.")