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Assignment of employee to territory based on rules possible?

former_member355106
Active Participant
0 Kudos

Hello together,

there exists the territory allignment run. As we understood this exists so the accounts that are assigned to a territory are realigned but not the employees of the territory.

The realignment is based on the realignment rules defined in the Administrator Workcenter:

Does exist any kind of "smart" logic (Rules)) so we can assign the correct employee to the tab Territory Team? For example we would like to assign an employee based on his qualifications (knowledge) to one territory or the other.

Thank you

Accepted Solutions (1)

Accepted Solutions (1)

former_member240432
Active Participant
0 Kudos

Hello Oliver,

I hope you are having a pleasant Thursday there.

I went by our internal/public documentation and our internal test system but I could not locate a feature that does this via the current available system standards. This is an interesting feature that should be addressed in our Customer Influence Site. If you prefer, approach our Cloud Service Center or other Custom Implementation Partner you rely on.

We wish you the best company success with this in the future.

Answers (0)