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TerrGeoAssignmentRule

Represents alignment rules that assign accounts to specific territories based on geocodes. This object is available in API version 65.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), update(), upsert()

Fields

Field Details
EffectiveEndDate
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
The date from which the assignment rule becomes effective.
EffectiveStartDate
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
The date on which the assignment rule is no longer effective.
GeoCode
Type
string
Properties
Create, Filter, Group, Sort, Update
Description
The value of the geographic code determined by the selected geocode type.
GeoCodeType
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
The type of the geographic code used for the assignment rule.
Possible values are:
  • BrickToTerritory—Brick To Territory
  • GeoGroup1—Geo Group 1
  • GeoGroup2—Geo Group 2
  • ZipToTerritory—Zip To Territory
The default value is BrickToTerritory.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of the territory geo assignment rule.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The ID of the user who owns this record.
This field is a polymorphic relationship field.
Relationship Name
Owner
Refers To
Group, User
SourceSystemIdentifier
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the record in the external system.
SourceSystemName
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the external system that generated the record.
Territory2Id
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The ID of the territory for which the assignment rule is defined.
This field is a relationship field.
Relationship Name
Territory2
Refers To
Territory2
UsageType
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
The usage context for the defined territory geo assignment rule.
Possible values are:
  • Life Sciences
The default value is Life Sciences.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

TerrGeoAssignmentRuleChangeEvent
Change events are available for the object.
TerrGeoAssignmentRuleFeed
Feed tracking is available for the object.
TerrGeoAssignmentRuleHistory
History is available for tracked fields of the object.
TerrGeoAssignmentRuleShare
Sharing is available for the object.