Territory-based renewal deal reassignment on account transfer

Outcome. When an account is transferred to a new sales territory, every one of its open renewal deals moves to that territory's designated owner automatically, instead of a rep quietly keeping deals from an account that no longer belongs to their patch.

Workflow map Enrollment, branches and actions at a glance renewal-expansion-049

flowchart TD
    A[Company Territory changes, open Renewal deals exist] --> B[Custom code: find open Renewal deals, look up new territory owner, reassign]
    B --> C{Succeeded?}
    C -->|Yes| D[Notify new owner]
    C -->|No| E[Notify sales ops: reassignment failed]

When to use it, when not to

• UseUse it once territory assignment already lives on a Territories custom object (as built by an example like sales-ops-022), with a designated owner per territory, and accounts transfer between territories periodically (a re-carve, a promotion, a restructuring).
• UseUse it to keep renewal ownership consistent with territory ownership, without a manual sweep of every open deal each time a transfer happens.
• SkipDo not use it if territory changes are rare and few enough that a manual reassignment is simpler than building and maintaining a custom coded action for it.
• SkipDo not use it for accounts whose renewal deals should stay with the original rep for continuity reasons (a strategic account with a named relationship owner, for example); exclude those explicitly rather than letting a blanket territory rule override a deliberate ownership decision.