The CRM Survey Target Territory Assignment is assigning Targets to the Creator only.
When using the CRM Survey Target Territory Assignment, the system compares Account Territories with user Territories, only looking at users within the Territories selected in the Included User Territories drop-down list.
- If there is an overlapping Territory between a user and the Account, that user is selected as the owner of the Survey Target record.
- If there is more than one active user, the system selects the first active user retrieved as the owner of the Survey Target record.
- If a user in the matching Territory of the Account is still not assigned then there is a misconfiguration.
Users in the territory must be set up for Survey use. The system attempts to assign a Survey Target record to a user that does not have Read permission to the Survey_Target_vod object. In this case, an entire individual batch (200 records) fails, so it is possible that all assignments fail.
CRM Help Documentation: Adding Assignment Rules to Surveys
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