Run account assignment rules for any territory that has rules defined and belongs to a territory model in Planning or Active state. When you run rules from Setup, accounts are assigned to territories according to your rules if your territory model is in Active or Planning state.
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 run rules within your territories: |
Manage Territories AND View Setup and Configuration OR Customize Application |
- Open the hierarchy for the territory model that the territory model belongs to.
- In the tree view or list view, find the territory you want to run rules for.
- Click Run Rules. If you want to view the territory record’s details, including its assigned rules, before you run its rules, open the record. Then click Run Rules in the Assignment Rules Assigned to This Territory related list.
-
Select whether to include all accounts or a subset of accounts. Reference fields and
picklist values aren’t available.
If you run rules for... Keep in mind that... All accounts Running rules can take a long time. A subset of accounts It's best to select a last-modified date range, other filter criteria (an account field, operator, and value) or both.
If you select criteria using custom checkbox and time fields, make sure to set:
- Checkboxes to 1 for checked or 0 for unchecked
- Time formats to HH:mm:ss.SSS
When rules are finished running, we send an email to let you know.