Salesforce Territory Management: How do I get all accounts for a territory

Question

I want to get all accounts present in a particular territory.

Can someone please help me out here to traverse and get the list of all accounts in a territory?

score 1 · Answer 1 · answered Jan 13 '14 at 06:07

1

The code should look like something like this

list<Group> map_group = [Select Id, RelatedId from Group where Type='Territory' AND RelatedId =: 'TerritoryId'];


List<AccountShare> lst_AccountShare = [Select Id, UserOrGroupId, AccountId from AccountShare where ( UserOrGroupId IN : map_group )AND RowCause IN ('Territory', 'TerritoryManual', 'TerritoryRule')];

answered Jan 13 '14 at 06:07

Shimshon Korits

1,189
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I don't have an org with territories around but from what I remember it'll give only "direct links" (won't show accs from territories below)? There's a trick we used to store hierarchy of territory in a text(255) field on the record so we could query `WHERE Hierarchy__c LIKE 'Territory/Subterritory/SubSub%'` and that was fetching the ids of parent and all kids. Still - bit painful ;) – eyescream Jan 13 '14 at 06:19

score 0 · Answer 2 · edited Apr 13 '17 at 12:54

Check these questions on http://salesforce.stackexchange.com to start. If you'll be still stuck - post the code you've tried so far?

You might need recursive querying on AccountShare to find out accounts that are linked to exactly that territory + accounts linked to all subteritories... If you don't feel like it - a somewhat crazy idea would be create a report with saved territory level and then simply fetch the results of that report using recenly introduced Analytics API.

Salesforce Territory Management: How do I get all accounts for a territory

2 Answers2