Salesforce Docs Portal

TerrGeoAssignmentRule

Represents alignment rules that assign accounts to specific territories based on geocodes. This object is available in API version 65.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), update(), upsert()

Fields

EffectiveEndDate

  • Type: date
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The date from which the assignment rule becomes effective.

EffectiveStartDate

  • Type: date
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The date on which the assignment rule is no longer effective.

GeoCode

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The value of the geographic code determined by the selected geocode type.

GeoCodeType

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The type of the geographic code used for the assignment rule.
  • Default value: BrickToTerritory
  • Possible values:
    • BrickToTerritory—Brick To Territory
    • GeoGroup1—Geo Group 1
    • GeoGroup2—Geo Group 2
    • ZipToTerritory—Zip To Territory

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the territory geo assignment rule.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the user who owns this record.

    This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Refers To: Group, User

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The ID of the record in the external system.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the external system that generated the record.

Territory2Id

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The ID of the territory for which the assignment rule is defined.

    This field is a relationship field.

  • Relationship Name: Territory2
  • Refers To: Territory2

UsageType

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The usage context for the defined territory geo assignment rule.
  • Default value: Life Sciences
  • Possible values:
    • Life Sciences

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

TerrGeoAssignmentRuleChangeEvent
Change events are available for the object.
TerrGeoAssignmentRuleFeed
Feed tracking is available for the object.
TerrGeoAssignmentRuleHistory
History is available for tracked fields of the object.
TerrGeoAssignmentRuleShare
Sharing is available for the object.