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. For more information, see the “Territory Management Overview” topic in the Salesforce.com online help.

Supported Calls

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

Special Access Rules

Customer Portal users cannot access this object.

Fields

Field Field Type Field Properties Description
BooleanFilter string Create

Filter

Nillable

Update

Advanced filter conditions that were specified for the rule in the online application. For example, “(1 AND 2) OR 3.”
IsActive boolean Create

Defaulted on create

Filter

Update

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 boolean Create

Defaulted on create

Filter

Update

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 string Create

Filter

Update

A name for the rule. Limit is 80 characters.
TerritoryId reference Create

Filter

Update

ID of the territory where accounts that satisfy this rule are assigned. For information on IDs, see ID Field Type.

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.

See Also:
AccountTerritoryAssignmentRuleItem
Territory
UserTerritory
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