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About Territory Alignments: Major and Minor


There are two types of territory alignment that you can run, major and minor:

  • Major. Typically, you want to run major alignments when you run an alignment for a sales force for the first time and when you make significant changes to an alignment. Major alignments provide a full refresh of the alignment. To a first approximation, the major alignment drops existing rules from the territories and adds the new rules from the major alignment.
  • Minor. Typically, you want to run minor alignments at other times, when you are making smaller changes to a sales force that has already been aligned. The minor alignment takes the current alignment more into consideration, maintaining the alignment by both adding and dropping rules.

CAUTION:  An important exception: The primary position on each object and any positions that have been assigned manually are not removed during the activation of an alignment.

About Objects with Multiple Addresses

Postal code and geo zone rules can assign accounts or contacts with multiple addresses to more than one territory.

For example, if an account has two addresses that are in different ZIP Codes and the postal code rules assign these ZIP Codes to different territories, then sales representatives for both territories are assigned to the account team.

Siebel Territory Management Guide