---
schema_version: "1"
id: 185e4c33387d650d0d8d5b8935f97af97a229057106fd6a78e03485bfc247c67
title: Run Assignment Rules for a Territory
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_run_assignment_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_run_assignment_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fee4a345a8815aab97f5cee79b9e67498a2145f1a6c9de002c38ca82b48bdeae
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Run Assignment Rules for a Territory

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

<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="d25680e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25680e72 ">To run rules within your territories:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25680e72 ">
              <p>Manage Territories</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration OR Customize Application</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Open the hierarchy for the territory model that the territory model belongs to.
2. In the tree view or list view, find the territory you want to run rules for.
3. 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.
4. Select whether to include all accounts or a subset of accounts. Reference fields and picklist values aren’t available.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:24.509803921568626%">
              <col style="width:75.49019607843137%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25680e149">If you run rules for...</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25680e152">Keep in mind that...</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="If you run rules for..." class="slds-cell-wrap" style="vertical-align:top;" headers="d25680e149 ">All accounts</td>

                <td data-label="Keep in mind that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d25680e152 ">Running rules can take a long time.</td>

              </tr>
              <tr class="">
                <td data-label="If you run rules for..." class="slds-cell-wrap" style="vertical-align:top;" headers="d25680e149 ">A subset of accounts</td>

                <td data-label="Keep in mind that..." class="slds-cell-wrap" style="vertical-align:top;" headers="d25680e152 ">
                  <p>It's best to select a last-modified date range, other filter criteria (an account
                    field, operator, and value) or both.</p>
                  <p>If you select criteria using custom checkbox and
                    time fields, make sure to set:</p>
                  <ul>
                    <li>Checkboxes to <kbd>1</kbd> for checked or <kbd>0</kbd> for
                      unchecked</li>
                    <li>Time formats to HH:mm:ss.SSS</li>
                  </ul>
                </td>

              </tr>
            </tbody>
          </table>
    
    When rules are finished running, we send an email to let you know.

#### 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.")