After much research, many hours and dead ends, I am stumped on how to apply multiple states into one territory. I have the territory model set up and just need to apply the assignment rules to set multiple states into a territory.
Example: I have Eastern US and Western US. They each will have 25 states. In Western US, I need to add CA, OR, WA, AZ, UT, CO, ID, etc. If I add one state (WA), it returns accounts. But when I make a new assignment rule to add another state (OR) to that territory (one recommendation I read), it returns no accounts. What are the recommendations here? Do I have to create a child territory for each state? I feel like I am missing something. Or is it really this difficult?
#Salesforce Admin #Salesforcecommunity
Thank you! I appreciate you taking the time to respond. This is very helpful. I tried the OR condition route and struck out because it limits you to 10 rows and I need 25. So, I couldn't get to the filter logic step.
The formula field makes great sense. I will try that one.
