Now that we have successfully created a territory hierarchy.
Now let's understand how to assign accounts to territories as we already discussed.
We are now here.
Basically this started with enabling the feature and then building a model that we cleared the territories
and finally formed the Territory hierarchy so the next step is to assign accounts to territories and
after that we'll be basically assigning uses to territories because territory is basically a group of
icons and uses.
So for assigning accounts to territories in Salesforce we have two different methods.
One is the automatic assignment so automatic assignment as the name says it does automatically assigning
the accounts to territories based on some certain criteria.
So for automatic assignment we'll be creating rules and then the rules will be defining the criteria
in which icons are to be assigned to territories and then about a compass created or edited.
Does it will be evaluated and based on that.
That's going to be assigned to that particular category.
So that is called as automatic assignment.
The other option manual assignment as a name says it is manually assigning an icon to territory.
So now let's see what does this automatic assignment go to the same schools develop a dog navigate to
our territory more do
view hierarchy.
So here we see over hierarchy in this we have the parent territories and also the child territories.
Now depending upon in which territory we are going to create.
These are called Assignment rules go to that particular territory and create it say for example I'm
going to create some assignment rules for UK for this particular territory.
So go to that territory and here you would see all the details.
You also see the access levels.
And here you see related list in that related list you would see a related list called Assignment rules
assigned assigned to this territory.
So as we see there are no assignment rules defined click on you.
Let's create a new assignment to find that this territory is you.
So if the assignment rule that we are going to create is saying all outcomes with country as UK to this
particular territory.
This is just a sample criteria that I have taken.
So fill in the details here have given the room name unique name and also the criteria is defined.
We have said that if the accounts building country is that field equals UK then automatically assign
that account to the State of the UK and then the next option is if it applies to chase territories also
in others and I do does not applicable the UK does not have any Chinese territories.
So let me not check this checkbox and the final option is to set your desk packet so once you are done
with all the details activate the.
So now we have successfully created our first assignment blue for this territory.
Have a look.
Creating this rule will not actually make any assignments happen.
Basically you have to run these rules for assigning the icons to the territories.
So let's go back to their territory hierarchy and here we are.
Whether you get UK territory we have created rules and here you have the Randalls option for running
the rules that we created.
But before that what I'm going to do is I'm going to test if the actual assignment has got to happen.
Now what we have going to do with in accounts I have already done the data set up for I picked a couple
of accounts and updated the billing country to UK.
So database when we run the rules we'll be able to tested say for example this particular account.
The country is updated the UK so ones the enterprise territory management is enabled what happens is
in accounts we'll have a couple more related list.
So let's add those related list out here
the related list are assigned territories and those in assigned territories.
So and these are related list to the layout.
So we'd be able to estimate changes.
Now we have added those related list here.
As you can see there are no territories assigned to this account.
So now what I'm going to do is I'm going to run those and we're going to test the same view here in
the UK territory the Randalls so it says assignment rules is currently running you will be notified
via email.
Once it was finished.
Perfect.
So we'll also get an email notification when the rules are done.
And now yeah the rules are done.
So let's go and check the.
This is the email I got from Salesforce saying that the assignment was up run successfully.
Now let's go back to the same account and see if the territories are assigned awesome.
So you see that.
So now those account falls in this particular category.
What is their territory Ukip and in which dead day Martin this is the day to day Martin and the Martin
status planning.
So this is also very important to note now that our data today Martin is in the planning state.
So whenever we are defining all these benefits the creating the standard anymore is creating territories
it is very important that we create these rules and run these rules and see a preview of all the columns
and use us that I go up to collect neglected.
So there may really be sure that the property owners and property users are saying to the territories
so assets after we.
So once we are completely done with the set up ones we are completely satisfied with the data and how
the all what what to do.
Then we have to go and activate our territory model and then we actually get a three more to one of
you then actually assignment of all the accounts happens to the dead tree.
So this is very important that we see a preview of the data before we actually activate our data demanded
awesome.
So now that we know our rules are looking the one that we created for you.
So this is called as automatic assignment of accounts.
So this happens by creating rules which automatically rules it on then icon gets created or edited in
the system the next method is manual assignment manual assignment as we know as the name says it is
manually assigning a to territories so let's go to the same territory UK and here you'll see another
related list which says manually assigned outcomes.
So it does assemblers that hit the button you chose all the accounts choose which all the columns that
we want to assign manually to that particular category and then click see.
So here let me maybe pick a couple of accounts assign them to this particular category.
So this is how we manually assign that goal and still territories.
So this gives UK so if you go you see the these are the icons at a manually assigned to this territory
and there's also the assignment tool that is assigned to you.
So this is a they call you manually assign one not model columns below a particular category.
That is another way of doing that that does manually assigning an account to one or more territories.
So that is another way.
So for that go to the column.
And here you have the assigned territories click on assigned territories select the territory Martin
select individual all the territories you want to assign that column and then click sign.
So this is another way of doing that.
So this is how we assign icons to territories either by automatic assignment by creating rules or by
manual assignment.
You can do like you can assign a single account to multiple territories or you can assign multiple accounts
to a single territory and the most important thing is to have a preview of the data before we actually
activate the data demanded.