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About Contact Denormalization

You use Contact Denormalization when you want to allow assignees automatic access to detail contact information that is associated with an account or opportunity. In Contact Denormalization mode, Assignment Manager denormalizes positions from the Accounts and Opportunities team tables by copying these positions to the associated contacts in the Contact team table, even if the assignees are not assigned to the contacts:

• Positions from the team table of all accounts associated with the contact to the contact team.
• Positions from the team table of all Opportunities associated with the contact to the Contact team.

If you want the contact access list to reflect the positions in both the account and opportunity team tables, you must associate the contact with an account and then associate the contact with an opportunity. If a team member is removed from the account or opportunity's team table, then the position on the associated contact's access list can also be removed by Contact Denormalization (dependent on the properties of the Contact Denormalization assignment object.) Similarly, if the account team has manually assigned team members and you want the same team members on both the contact team and account team, you must run Contact Denormalization after the account assignment.

NOTE:  Positions marked Indirect by Contact Denormalization in Contact Access list are not dropped by contact assignment, that is, contact assignment does not drop the positions that were added by Contact Denormalization.

Contact Denormalization checks the Lock Assignment column on assignment objects before denormalizing. If this flag is checked, Contact Denormalization does not denormalize the contact record. For more information about the Lock Assignment feature, see Setting the Lock Assignment Default Value for Activity Assignment Objects.

NOTE:  Both Account and Contact and Contact and Opportunity have a many-to-many relationship. The Account and Contact many-to-many relationship is a new feature as of the version 7.0 release.

Assignment Manager also assigns a primary position to the contact when running in Contact Denormalization mode using the following methodology:

1. If the Set Primary Position property on the assignment object is TRUE (checked) and a primary position is not currently selected, then Assignment Manager sets the creator's primary position as the new primary position.
2. If a primary position is not selected for the creator, then Assignment Manager sets the default position as the new primary position.
3. If a default position is not defined, then Assignment Manager does not set a primary position.

However, Contact Denormalization does not remove positions marked as the Primary, even if the positions no longer exist on an associated account or opportunity (with the Denorm Flag set).

The Contact Denormalization object is reserved to run Assignment Manager in Contact Denormalization mode. Assignment Manager does not evaluate the Contact object against any assignment rules in Contact Denormalization mode, and therefore does not assign candidates to objects. For this reason, do not create assignment rules for the Contact Denormalization object.

For more information about Contact Denormalization, see Running Assignment Manager and Activating Contact Denormalization.