[SalesForce] Shouldn’t accounts automatically be assigned to territories when created/edited if rules match

We have been using Territory Management 2.0 for about a year now. I was under the impression that when accounts are created or subsequently edited to meet the territory assignment rule criteria, the account would be assigned to the territory automatically. However, I must manually run the territory assignment rules in order to get the territory assigned to edited accounts.

Am I right in expecting that Salesforce should automatically assign territories to accounts when they meet the territory assignment rule criteria? Or, is it required to constantly run the assignment rules manually to keep accounts properly aligned to their territories?

If the rules must be manually ran, is there a way to schedule this step?

Best Answer

As it turns out, one must set the Default checkbox on the account page layout properties if you want Salesforce to re-evaluate territory assignment rules when you edit an account:

By default, this checkbox is not checked (at least in our org). Checking this option and saving the page layout solved my problem.

As a side note, deploying the page layout results in the target org's Default setting becoming unchecked, regardless if it was checked in the source page layout. Salesforce support told me this was "expected behavior", although I can't imagine anyone wanting this "feature".

Related Solutions

[SalesForce] Why Account Assignment Rules removes Account from Territory

IsExcludedFromRealign would also prevent the reassignment when manually updated no?

When you go into a territory and select Manage Rules, down at the bottom there is a Preview button. Does the account show there? Could it be that there is another assignment rule running when you manually update and thus not working when you run the rule you're looking at? Are you actually pressing the Run Rules button?

Not trying to be condescending but running through all the possible scenarios.

[SalesForce] Enterprise Territory Management: Using Apex/SOQL get all accounts in UserId’s territories

You want to look at ObjectTerritory2Association.

Represents an association (by assignment) between a territory and an object record, such as an account. Available only if Enterprise Territory Management has been enabled for your Salesforce org.

For instance, if you have a specific Territory2 record and you want to get all related Account records, it might look like:

Territory2 territory; // = some value
List<Account> relatedAccounts = [
    SELECT Name FROM Account WHERE Id IN (
        SELECT ObjectId FROM ObjectTerritory2Association
        WHERE Territory2Id = :territory.Id
    )
];

Best Answer

Related Solutions

[SalesForce] Why Account Assignment Rules removes Account from Territory

[SalesForce] Enterprise Territory Management: Using Apex/SOQL get all accounts in UserId’s territories

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