Siebel Territory Management Guide > Setting Up and Running Territory Alignments >

About Territory Alignments: Major, Intermediate, and Minor

There are three types of territory alignment that you can run:

  • 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. To improve performance, the minor alignment processes only the minimum number of objects needed to change the current alignment more into consideration, maintaining the alignment by both adding and dropping rules. You cannot change position rules in minor alignments.
  • Intermediate. Intermediate alignments take the current alignment into account, and they process all objects based on all active rules, including Active Territory Rule (without Effective End Date or Effective End Date > Today) and Add and Drop Rules for Alignment, so their performance is not as fast as minor alignments. You can run intermediate alignments if you want to change position rules but do not want to run a full alignment.

NOTE:  Minor and intermediate alignments are available only for primary hierarchies. Only major alignments are available for non-primary hierarchies.

You can activate minor and intermediate alignments only after at least one major alignment has been activated. You can activate alignments only for only for primary hierarchies.

About Objects with Multiple Addresses and No 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.

Geo zone rules assign accounts and contacts only if they have addresses. If the account or contact has no address, then the geo zone rule does not consider them. In some cases this may cause alignment to fail because there is no contact or account data to process.

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