We have been using Territory Management for about a year now. I was under the impression that when accounts are created or subsequently edited to meet the territory assignment rule criteria, the account would be assigned to the territory automatically.

What I am finding today is I must manually run the territory assignment rules in order to get the territory assigned to new accounts. The same is true with the account has been changed and the existing territory should be removed but it is not.

Am I right in expecting that Salesforce should automatically assign territories to accounts when they meet the territory assignment rule criteria? Or, is it required to constantly run the assignment rules manually to keep accounts properly aligned to their territories?

If the rules must be manually ran, is there a way to schedule this step?

We have been using Territory Management 2.0 for about a year now. I was under the impression that when accounts are created or subsequently edited to meet the territory assignment rule criteria, the account would be assigned to the territory automatically. However, I must manually run the territory assignment rules in order to get the territory assigned to edited accounts.

Am I right in expecting that Salesforce should automatically assign territories to accounts when they meet the territory assignment rule criteria? Or, is it required to constantly run the assignment rules manually to keep accounts properly aligned to their territories?

If the rules must be manually ran, is there a way to schedule this step?