1. From Setup, enter Hierarchy in the QuickFind box, then select Territory Hierarchy.
2. Select the territory you want to modify.
3. Click Manage Rules in the Account Assignment Rules related list.
4. Click New to create a new account assignment rule. To edit an existing account assignment rule, click Edit.
5. Enter a name for the rule. Rule names must be unique and can have a maximum of 80 characters.
6. Define filter criteria that accounts must match to be included in the territory.Ifyour organization uses multiple languages, use your organization's default language whenspecifying your criteria. When you use picklists to specify filter criteria, the selected values are stored in the organization's default language. If you edit or clone existing filter criteria, first set the DefaultLanguage on the Company Information page to the same language that was used to set the original filter criteria. Otherwise, the filter criteria may not be evaluated as expected.
7. Optionally, check the Apply to child territories box that makes the rule applicable to child territories
8. Optionally, check the Active box to activate the rule. Inactive rules never run.Active account assignment rules automatically evaluateaccounts and assign them to territories when:An account is created using the Salesforce user interface, the Lightning Platform API version 20.0 or earlier, or a client such as Connect Offline.An account is imported using an import wizard.An account is created by the conversion of a lead.An account is edited and saved if the Select by default checkbox is selected for the “Evaluate this account againstterritory rules on save” checkbox option under LayoutProperties. If the account assignment rule initiates an opportunity ownership change, you must have transfer access on the opportunity.An account is edited and saved via the Lightning Platform API.Run Rules is clicked on a territory detail page, provided the Exclude from territory assignment rules checkbox on the account is deselected.Save & Run Rules is clicked on the manage account assignment rules page for a territory, provided the Exclude from territoryassignment rules checkbox on the account is deselected.Duplicate accounts are merged.
9. An account is created using the Salesforce user interface, the Lightning Platform API version 20.0 or earlier, or a client such as Connect Offline.
10. An account is imported using an import wizard.
11. An account is created by the conversion of a lead.
12. An account is edited and saved if the Select by default checkbox is selected for the “Evaluate this account againstterritory rules on save” checkbox option under LayoutProperties. If the account assignment rule initiates an opportunity ownership change, you must have transfer access on the opportunity.
13. An account is edited and saved via the Lightning Platform API.
14. Run Rules is clicked on a territory detail page, provided the Exclude from territory assignment rules checkbox on the account is deselected.
15. Save & Run Rules is clicked on the manage account assignment rules page for a territory, provided the Exclude from territoryassignment rules checkbox on the account is deselected.
16. Duplicate accounts are merged.
17. Click Save to finish, or Save & New to save the rule and begin defining another rule.