Salesforce Territory and Account Assignment Rules Draft
Draft fair rules for assigning accounts.
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Draft account assignment rules for a sales team using Salesforce. Territories or segments, with number of accounts and revenue potential in each: [TERRITORY_DATA]. Team members with their experience, capacity and any restrictions: [TEAM_CAPACITY]. Goals of the redesign (fair workload, coverage, continuity with existing customers): [GOALS]. Propose criteria for assigning accounts (region, industry, size, existing relationship), a balancing method that aims at similar potential and similar numbers of active accounts per person, and rules for exceptions (conflict of interest, strategic accounts, accounts moving between territories when a company changes). Balance arithmetic: 240 accounts across 6 people is 40 each, and total potential of 6 million gives 1 million each as a target; flag people whose assignment differs by more than 15 percent. Describe how changes are announced, how customers are introduced to their new contact, and how open opportunities are handled during a move. Explain how an administrator might apply the rules in Salesforce in plain words [VERIFY]. Add a fairness check after one quarter and a way to raise concerns. Return a table of rules and a one-page summary for the team.
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