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AccountTerritoryAssignmentRuleItem

A row of selection criteria for an AccountTerritoryAssignmentRule object. Available if Sales Territories has been enabled.

AccountTerritoryAssignmentRuleItem can be created or deleted if the BooleanFilter field on its corresponding AccountTerritoryAssignmentRule object is a null value.

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
Field
Type
picklist
Properties
Create, Filter, Group, Sort, Update
Description
The standard or custom account field to use as a criteria.
Operation
Type
picklist
Properties
Create, Filter, Group, Sort, Update
Description
The criteria to apply, such as “equals” or “starts with.”
RuleID
Type
reference
Properties
Create, Filter, Update
Description
ID of the associated AccountTerritoryAssignmentRule.
SortOrder
Type
int
Properties
Create, Filter, Update
Description
The order in which this row is evaluated compared to other AccountTerritoryAssignmentRuleItem objects for the given AccountTerritoryAssignmentRule.
Value
Type
string
Properties
Create, Filter, Nillable, Update
Description
The field value(s) to evaluate, such as 94105 if the Field is Billing Zip/Postal Code.

Usage

  • Both standard and custom account fields can be used as criteria for account assignment rules.
  • 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.