Apex Code Development You need to sign in to do that
Don't have an account?
bvc I want to be able to denote on a new customer being created the alignment to a user/territory?
Hi All,
my requirement is when a new account created automatically assign territory(Account owner territory).
please assist it's very urgent form me.
Thanks Advance...
Regards,
Venu
my requirement is when a new account created automatically assign territory(Account owner territory).
please assist it's very urgent form me.
Thanks Advance...
Regards,
Venu
Here you go:
QUESTION: When a user creates a new Account, the Account Territory doesn't get set to the user's Territory, why not?
ANSWER: Account owner does NOT determine the Territory - unless part of a rule.
SOLUTION: To make the Owner field automatically determine and set the Account's Territory make a rule:
Setup | Manage Territories | Hierarchy
Click into desired Territory.
Scroll down to "Account Assignment Rules Defined in This Territory" section.
Click on Manage Rules, then click on New:
Name the rule, set the criteria.
"Apply to child territories" checkbox - optional.
"Active" check box, required for rule to work.
NOTE: New rule will only apply to New/Edited Accounts unless you click "Run Rules" to re-apply all rules to all existing Accounts.
For more information:
https://help.salesforce.com/apex/HTViewSolution?id=000005659&language=en_US
--------------------
Also, since you are new to the Developer's Forum, here's something guidelines:
As a common practice, if your question is answered, please choose 1 best answer.
But you can give every answer a thumb up if that answer is helpful to you.
This will help keep the forum clean and help future users determine what answers are useful and what answer was the best in resolving the user's issue.
Thanks
Thanks for quick reply...
i want when a new account create automatically assign territory(is beloges to owner od account) they want trigger itself.
please assist assp..
Regards,
Venu