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Former Member

How to mass remove the checkbox "Override Territory" field

Hi,

I would like to ask if there's a way to mass remove the value in the "Override Territory" field.

Thanks in advance!

Regards,

Marc Hirang

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1 Answer

  • Best Answer
    Feb 07, 2017 at 05:30 PM

    There is no functionality as such , since you are directly dealing with so many accounts at once , which if are not dealt properly will cause , potential transactional data loss subsequently and also it will not be possible to override an Account if its already assigned to a territory

    If the mentioned account is assigned to a Territory as per territory rules and the customer has also created a workflow rule to trigger the Derive Territory action on every account save, the system ignores the new territory and tries to propose and assign a territory based on territory rules.

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