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Assign account owner based on attributs

Dear community,

I hope you're all doing well and safe, please i want to know if there's a way to assign accounts owner in SAP Sales Cloud, based on certain attributs :

For Ex: The account statut is prospect the owner is the employee X

After the account statut is Client, the owner is the employee Y,

Thank you,

BR

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2 Answers

  • Posted on Jul 01 at 04:18 PM

    Dear Soufiane Chaibi,

    There is no explicit function provided like that in C4C.

    But you can Indirectly use the territory functionality for this.
    I think Territory owner will be determined as the Account owner and hence you can create rules like Account is prospect , then realign it to Territory A with owner

    "employee X" and then the Account owner will become employee X.

    Once the Account is changed to Client , then the territory changes to B and then the owner will be

    employee Y who is the owner of the territory B.

    I hope this helps.

    Best Regards,

    Arun

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  • Posted on Jul 01 at 04:15 PM

    Hi Soufiane,

    You can write custom code (PDI Logic) in the script files of the Customer.Xbo to achieve the requirement.

    Regards,

    Ashish Singh

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