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AccountTerritoryAssignmentRule

An account assignment rule that assigns accounts to territories based on account fields. Available if Sales Territories has been enabled.

Supported Calls

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

Special Access Rules

Users with the View Setup and Configuration permission can access this object. Users with the Manage Territories permission can edit this object.

Fields

Field Details
BooleanFilter
Type
string
Properties
Create, Filter, Nillable, Update
Description
Advanced filter conditions that were specified for the rule in the online application. For example, “(1 AND 2) OR 3.”
IsActive
Type
boolean
Properties
Create, Defaulted on create, Filter, Update
Description
Indicates whether the rule is active (true) or inactive (false). Via the API, active rules run automatically when new accounts are created and existing accounts are edited. The exception is when the IsExcludedFromRealign field on an account is true, which prevents account assignment rules from evaluating that account.
IsInherited
Type
boolean
Properties
Create, Defaulted on create, Filter, Update
Description
Indicates whether the rule is an inherited rule (true) or a local rule (false). An inherited rule also acts upon territories below it in the territory hierarchy. A local rule is created at the immediate territory and only impacts the immediate territory.
Name
Type
string
Properties
Create, Filter, Update
Description
A name for the rule. Limit is 80 characters.
TerritoryId
Type
reference
Properties
Create, Filter, Update
Description
ID of the territory where accounts that satisfy this rule are assigned.

Usage

A territory will not have any accounts (with the exception of manually assigned accounts) unless at least one account assignment rule is active for the territory.