AccountTerritoryAssignmentRule

An account assignment rule that assigns accounts to territories based on account fields. Only available if territory management has been enabled for your organization.

The original territory management feature is now unavailable. For more information, see The Original Territory Management Module Will Be Retired in the Summer ’21 Release. The information in this topic applies to the original territory management feature only, and not to Enterprise Territory Management.

Note

Supported Calls

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

Special Access Rules

As of Spring ’20 and later, only users with the View Setup and Configuration permission can access this object, and only 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.

Object Reference for the Salesforce Platform

AccountTerritoryAssignmentRule

Supported Calls

Special Access Rules

Fields

Usage

See Also