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Sales area in Route

Hi Folks,

I create a route,in the facet More details I can see Sales Org, Distribution channel and Division. How to determine this data automatically.Employee is already assigned in org model.Pls suggest...

Regards

Jaya

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  • Posted on Feb 25, 2019 at 11:21 PM

    Hello Jayalakshmi,

    First of all, please accept our apologies for our late reply in this channel - allow me to share with you this KBA where we can see that "Sales Organization has its own limitations due to greater dependencies"

    We believe that this is the cause why you are not able to do this determination automatically. We checked business configurations activities and workflow rules also but we could not find a standard way to achieve this.


    That said, the correct place to seek to have it by standards is our Customer Influence Site where we can see similar requests such as this one, but for account/prospect creation. Share with us the link later on to get more votes, you can count on mine =)

    Other than that, you can always seek the help of an implementation partner, such as the Cloud Service Center. We wish you the best on the next steps here.

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