Enterprise Territory Management – Auto Account Assignment using Apex

Use Apex code to auto assign Accounts on basis of Enterprise Territory Assignment rules

Using Territory Management in Salesforce, we can auto assign territories to Account and give access to users working in common region. When we create Account, Territory Assignment rules automatically runs. On Account update we have a checkbox on page layout allowing to run Territory rules. However, Lightning experience does not support Territory Assignment checkbox yet on page layouts.

Unfortunately, Apex also does not support Account Assignment using Territory rules. Only way left is to use Salesforce API. Question is, just to run Enterprise Territory Management rules, should we import WSDL and convert it to respective Apex classes ? There must be some better way.

Then I remembered this article which I wrote around 5 years back. Instead of importing WSDL into Salesforce and converting it to Apex classes, we can take help of SOAP UI to find the request format and using HttpRequest, we can simulate request. Continue reading “Enterprise Territory Management – Auto Account Assignment using Apex”

Using soapUI with Salesforce to test standard and custom web services response

soapUI is most common tool available to test Soap based web services, it also has capability to test REST web services. soapUI can be used to test Partner WSDL, enterprise WSDL, Tooling API, Metadata API to study capability and response from Salesforce before writing any code in Java, C# or any other language. In this article we will see, how we can leverage this tool to test enterprise WSDL from Salesforce.

You can download latest version of soapUI from here.

Continue reading “Using soapUI with Salesforce to test standard and custom web services response”