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Multitiered Assignment

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By default, Assignment Manager independently matches people and organizations to assignment objects. Activating Assignment Manager to use multitiered assignment, however, allows assignments based on the relationship between a person and their organization or an organization and its people. Without multitiered assignment—or appropriate assignment rules—it is possible for Assignment Manager to assign an unrelated organization or person to an assignment object. Multitiered assignment has the following modes of assignment operation:

Independent—Assigns people and organizations that qualify, regardless of whether they are related or not.
Person-Oriented—Assigns people that qualify, then assigns only qualified organizations that the assigned people belong to.
Organization-Oriented—Assigns organizations that qualify, then assigns qualified people from those organizations.
Organization and Person-Oriented—Identifies qualified people and organizations, then assigns only those that have both a qualified person and related qualified organization.

NOTE:  Use caution when the Organization and Person-Oriented mode is used with assignment rules that use the Assignees from Rule selection One, Best Fit. Inconsistencies can occur. The One, Best Fit Assignees from Rule assigns only the highest scoring position or organization. If the highest scoring position does not have a qualifying organization, or if the highest scoring organization does not have a qualifying position, the object remains unassigned, even if a lower scoring position and its related organization both qualify for the assignment rule.

This logical assignment feature is well-suited to Sales organizations. Assignment objects must be configured to activate multitiered assignment. For more information, see Configuring Assignment Objects for Multitiered Assignment. For more information and examples of multitiered assignment, see, Using Multitiered Assignment with Sales Assignment Rules.

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