Run Assignments

task australia Updated Sep 10, 2026 1 min read run-assignments.md
Raw file servicenow.com

Run sales territory assignments to assign CRM entities to the most eligible territory. Each territory is checked against its own or cascaded territory conditions related to the CRM entity.​

Before you begin

Role required: sales territory admin

  • Complete all prerequisite configuration steps, such as activating the sales territory model, configuring territory levels, and defining territory conditions.

Procedure

  1. Navigate to All > Sales Territory Management > Run Assignments.

  2. Select an active sales territory model or territory to run assignment rules:

    • If active sales territory model is selected, all selected sources and their data are evaluated against the complete territory hierarchy. Existing assigned territory will be replaced with the newly evaluated one.
    • If active territory is selected, only those entities with no assigned territory will be evaluated against the territory condition.
  3. Select one or more source tables to run assignment rules on:

    • Opportunity (sn_opty_mgmt_core_opportunity)
    • Lead (sn_lead_mgmt_core_lead)
    • Consumer (csm_consumer)
    • Account (customer_account)
  4. Select Run Assignment Rules.

    Note: After an account is created, the assignment algorithm runs automatically and assigns the relevant territories to that account.

Result

Sales Territory Management is assigned in the CRM entities. All the Sales Territory admins will receive an email notification when the job is completed. The selected sources entities are assigned to a territory if they fulfill the territory conditions.

Related topics

Using Sales Territory Management​

Sales Territory Management​

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