What's the difference between rule-based and territory-based assignment?

Territory-based assignment is the primary means of assignment for your sales application objects, such as accounts, leads, and opportunities. For territory-based assignment, while creating the assignment object, you create work object to candidate object mapping sets that are used to make candidate assignments.

You can use rule-based assignment to identify supplemental resources or filter the matching territories. You can also use rules to score work objects and for classification. For rule-based assignment, you use the rules editor to create expression-based rules that the assignment feature uses to make candidate assignments.

In a territory-based assignment scenario, you typically create a mapping set between a work object and a candidate object to make the appropriate candidate assignment. This mapping set can consist of one or more mappings between the work object attributes and the territory candidate object attributes.

In a rule-based assignment scenario, you create rules with conditions that must be met to make the appropriate resource assignments. For example, a rule is created with the condition that when the opportunity risk level is high, a resource located in the state of California is assigned.