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I want to show an error message when admin tries to associate the user of a particular profile with more than one territory. The user of this profile should be assigned to one territory only. If the user should have one territory if he belongs to a particular profile How can I achieve this?

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So to answer your query, I will give you a brief on what I know about territory management. Whenever you add a user to a territory a record gets created in the object UserTerritory2Association.

The UserTerritory2Association object will have a mapping of the Territory2Id and UserId

So you will have to restrict the record creation when a second entry is being created for a particular user.

You can achieve it by using a trigger like below, which checks whether the user being inserted is already present in the UserTerritory2Association object.

Below trigger code is for reference. You can modify it, to write in a better way using a handler class.

trigger MyUserTerritoryAssociationTrigger on UserTerritory2Association(before insert) {
    //Trigger logic
    Set<Id> userIds = new Set<Id>();
    Map<Id,UserTerritory2Association> mapUserTerritoryMap = new Map<Id,UserTerritory2Association>();
    for(UserTerritory2Association u: Trigger.new) {
        userIds.add(u.UserId);
    }

    for(UserTerritory2Association uTObj: [SELECT Id, UserId FROM UserTerritory2Association WHERE UserId IN :userIDs]){
        mapUserTerritoryMap.put(uTObj.UserId, uTObj);
    }

    for(UserTerritory2Association u: Trigger.new) {
        if(mapUserTerritoryMap.containsKey(u.UserId)) {
            u.addError('User is already a member of another Territory');
        }
    }

}

See if this helps!

  • Hi Hemant, But there is no object Like "UserTerritory2Association" . UserTerritory and Territory object is there. So I am not sure on which object I have to write trigger. Can you please help on this – Jay Feb 8 '18 at 7:24
  • UserTerritory2Associationobject is present if enterprise territory management is enabled. I suppose in your case the territory and user mapping would be stored in UserTerritoy object. But I suppose salesforce doesn't allow a trigger on UserTerritory object. – Hemant Jain Feb 8 '18 at 9:22

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