Data Loader to Assign Territory

Description

When Enterprise Territory Management (Territory Management 2.0) is enabled, Data Loader can be used to allocate territories to accounts.

Solution

An association between a territory and an object record, such as an account, is represented by the object ObjectTerritory2Association. To assign an account to an area, follow these steps:

1. Create a CSV file with the column headers as follows:
   1. AccountCause: the value should be ‘Territory2Manual’
   2. AccountId
   3. Territory2Id
2. Select Insert from the Data Loader menu.
3. Use your Salesforce credentials to log in.
4. Select ‘Show all Salesforce objects’ from the ‘Select Salesforce object’ box, then select ObjectTerritory2Association.
5. Select the CSV file that was prepared in step 1 from the drop-down menu.
6. Select Auto-Match fields to columns from the Create or Edit a Map menu.
7. Select OK.
8. Click Finish after selecting the directory where your success and error files will be saved.