Siebel CRM Assignment Manager Administration Guide Siebel Innovation Pack 2017, Rev. A E24725-01 |
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Siebel Assignment Manager provides several specialized features. This topic provides a brief description of these specialized features, each of which is described in greater detail in other chapters throughout this guide.
Mobile assignment allows mobile users to make interactive and dynamic assignments. Changes to a Mobile Web Client's local database are queued and are applied to the server the next time the mobile user synchronizes.
Assignment Manager automatically performs interactive assignments made by the mobile user after synchronization. Changes to assignment rules and objects are updated, and affected objects are reassigned dynamically.
Note: Mobile users running Assignment Manager in interactive mode do not make real-time assignments, because interactive assignments made by mobile users are not applied to the server until they resynchronize. |
Mobile users might also be assigned records on the server and will retrieve those assignments when they synchronize.
Delegated assignment provides assignment administrators (AAs) the ability to delegate rule administration to other administrators and partners to route leads, activities, accounts (and other assignment objects) to employees or positions. These delegates are known as delegated administrators (DAs). A DA can, in turn, delegate assignment rule administration to others.
This hierarchical assignment feature is well-suited to sales organizations and organizations that work closely with partners.
The assignment load splitter configuration feature provides assignment administrators (AAs) a tool for performing batch assignment for a significant number of objects. It eliminates the need for AAs to plan and implement complex load distribution logic.
You can configure Assignment Manager to automatically split objects for processing into separate batches and submit those batch requests to multiple servers. This type of configuration balances the task load across multiple servers, which in turn improves processing performance.