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Activating the New Accounts Contacts Targeting Data

To allow end users to view and use the new Accounts Contacts Targeting data, the administrator must activate the Targeting Period. When a new Targeting Period is activated, the existing period becomes obsolete. Only the Targeting data for the active Targeting Period is visible to end users in the Accounts Contacts list screens. The activation process assigns an account-contact record to a Sales Representative's Position only if the Position is already part of both the Account and Contact teams. If this relationship already exists, then a targeting record is created for the Sales Representative's Position and all remaining targeting attributes are added to this record.

To activate a Targeting Period

1. Navigate to the Accounts Contacts screen, then the Administration view.
2. Select a period record from the list.
3. Select the Mapping and Activation view from the view toggle list.
4. Click the Activate button on the list.

   The Server Request should be displayed in the Request Id field and the Status field should change to In Progress.

5. After a few minutes, refresh the screen to verify that Workflow processes have completed and the Period status has changed to Active.
6. Navigate to the Accounts Contacts List and toggle to the All Accounts Contacts Across Organization view.
7. Verify that the current Targeting Period's Accounts Contacts Targeting data has been created correctly.