Jul 9th, 2022
Posted on Sep 21, 2021 Tools & Tips
If you’re using this functionality, you’ll be glad to know that Salesforce has relieved some major pain points. As of the Winter ’22 Release, admins will now be able to:
This change addresses pain points of Enterprise Territory Management, mainly concerning the performance implications of running territory assignments.
Running territory assignment rules can take many hours and dramatically slow down performance of the Salesforce instance. Widespread record lock can temporarily occur, and this can adversely impact the usability of Salesforce during this time.
With these improvements, Salesforce Admins are able to perform minor updates to Account-Territory Assignment much faster, as this feature essentially allows a re-run for only the needed subset of assignment rules.
In the situation where new Accounts are being added, Salesforce Admins are able to pause a re-run of assignment rules until after the Account insertions are completed.
These features will be directly configurable by Salesforce Admins in Setup.
To run only a subset of territory assignment rules:
From “Run Assignment Rules”, an admin can specify a last-modified date range, other filter criteria, or both. For other criteria, standard and custom account fields, excluding reference and picklist fields, are available.
To pause running assignment rules while creating new accounts:
From “Territory Settings” page, deselect Run territory assignment rules during account inserts and save your changes.
This change applies to Lightning Experience and Salesforce Classic in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
Author: Grant Ongstad, Senior Salesforce Consultant
The EightCloud team was professional and methodical in learning about our organization and understanding our needs. We greatly appreciated the transparency and thorough documentation along the entire development process (design docs, status updates, weekly check-ins). The knowledge and expertise of the EightCloud team was apparent as they were able to explain options and make recommendations."
- Michael Garcell, First 5 Orange County
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