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Assign Accounts, Rules, and Users to Territories

Last updated at Posted at 2023-01-09

Territory Management Basics --> Assign Accounts, Rules, and Users to Territories

In the 'US East Coast Zip Code' assignment rule, we can't find the expected selection criteria. Select only accounts with a Billing/ZIP/Postal Code that’s 30000 or lower.

Please go through this link you will get the idea how you can resolve it.

https://www.youtube.com/watch?v=LV0lOWk-UFs

Enterprise Territory Management Evaluate Account Checkbox

image.png

Please check this article.

https://salesforce.stackexchange.com/questions/215751/territory-management-account-assignment-working-in-sandbox-but-not-in-productio

From what I understand from the post you provided, the checkbox doesn't show in edit mode when Default is checked as means it's automatically evaluating the territory.

Strangely, the Evaluate checkbox doesn't show on the page layout when Default is unchecked.

あなたが提供した投稿から私が理解していることから、デフォルトがチェックされている場合、チェックボックスは編集モードで表示されません。これは、テリトリーを自動的に評価していることを意味します。

奇妙なことに、デフォルトがチェックされていない場合、評価チェックボックスはページレイアウトに表示されません。

テリトリーごとにアカウント数を数えてレポートを作成したいのですが、アカウント数が 0 のテリトリーも取得したいのです。

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