Skip to Content
avatar image
Former Member

Adding custom attributes in realignment rule.

Hi Guys,

I have added 2 custom fields in Territory, those same fields I would like to populate in realignment rule.

the below are screen shots for reference.

here you can see Product Brand and Product Type are extension fields added.

The below is the Realignment rule window where I would like to add the above extension fields here. But I am unable adopt those fields here. I can only adapt the fields from account.

Could any body help how I can adapt the fields added in territory to realignment run/rule.

Thanks,

Niranjan.

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • Best Answer
    Sep 22, 2015 at 02:51 PM

    In the rule set you can add extension fields added to the customer general view to control the determination logic.

    For performance reasons I suggest to keep the list of determination fields as low as possible.

    kind regards

    Bernd


    Territoy.png (133.2 kB)
    Add comment
    10|10000 characters needed characters exceeded

    • Hi Niranjan,

      please note that the territory determination is assigning territories to an account based on the account criteria and not additional based on the the territory characteristics. Would be interesting to understand the use case behind your approach.

      kind regards

      Bernd