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Universal Containers continues to see substantial growth year-over-year. Outside sales reps think the* territories are too dense to cover adequately. Leadership has decided to modify the existing safes territories and hire additional staff to make the account allocations more manageable. So the states win change from one territory to two or more smaller territories. In these instances, accounts will need to be reassigned to new territories. Sales operations wants to review the territory account assignments and verify the accuracy before the changes are reflected m Sales Cloud. How should the consultant show sales operations what the data will look like after the change?
Correct Answer: C
* Running the updated assignment rules in Planning State and viewing the accounts on the territory detail page is the best way to show sales operations what the data will look like after changing the territories. Assignment rules are rules that determine how accounts are assigned to territories based on criteria such as account fields, address fields, etc. Planning State is a mode of Territory Management that allows users to preview how changes to territories or assignment rules will affect account assignments before activating them. The territory detail page is a page that shows information about a specific territory, such as name, description, users, accounts, etc. * By running the updated assignment rules in Planning State, sales operations can see how accounts will be reassigned to new territories based on the ZIP codes. By viewing the accounts on the territory detail page, sales operations can verify the accuracy of the account assignments and make any adjustments if needed.
Recent Comments (The most recent comments are at the top.)
Fa3il khayr - Jun 04, 2025
What the question is asking (in simple terms):
Universal Containers currently has large sales territories that are too big for reps to cover. Leadership plans to split each big territory into two or more smaller ones, which means they’ll need to move (reassign) certain customer accounts from the old territories into the newly defined smaller territories. Before making those changes live in Sales Cloud, the sales operations team wants to preview how all the account assignments will look once the new territories are set up.
Why they need a preview: They want to confirm that each account is going into the correct new territory.
They don’t want to overwrite or commit changes in Production until they’re certain the assignments are accurate.
To preview assignments in Sales Cloud:
Salesforce’s Enterprise Territory Management feature has a “Planning” mode where you can run your updated territory assignment rules without activating them. In Planning mode, you can see exactly which accounts would be assigned to each new territory based on your rules—before making those changes live.
So correct answer is C :
- Run the updated assignment rules in Planning State and view the accounts on the territory detail page.
In Planning State, you load (or adjust) your new territory definitions and assignment rules.
Then you run those rules, and Sales Cloud shows you each territory’s account list on the territory detail page.
Once sales operations confirms everything is correct, you can move from Planning to Active, and the new assignments go live....
Recent Comments (The most recent comments are at the top.)
What the question is asking (in simple terms):
Universal Containers currently has large sales territories that are too big for reps to cover. Leadership plans to split each big territory into two or more smaller ones, which means they’ll need to move (reassign) certain customer accounts from the old territories into the newly defined smaller territories. Before making those changes live in Sales Cloud, the sales operations team wants to preview how all the account assignments will look once the new territories are set up.
Why they need a preview:
They want to confirm that each account is going into the correct new territory.
They don’t want to overwrite or commit changes in Production until they’re certain the assignments are accurate.
To preview assignments in Sales Cloud:
Salesforce’s Enterprise Territory Management feature has a “Planning” mode where you can run your updated territory assignment rules without activating them. In Planning mode, you can see exactly which accounts would be assigned to each new territory based on your rules—before making those changes live.
So correct answer is C :
- Run the updated assignment rules in Planning State and view the accounts on the territory detail page.
In Planning State, you load (or adjust) your new territory definitions and assignment rules.
Then you run those rules, and Sales Cloud shows you each territory’s account list on the territory detail page.
Once sales operations confirms everything is correct, you can move from Planning to Active, and the new assignments go live....