Siebel Territory Management Guide > Setting Up Siebel Territory Management >
Improving Performance of Siebel Territory Management
Siebel Territory Management comes with a set of preconfigured rule attributes and condition attributes. In order to improve performance of your implementation, you can inactivate the ones that are not used in your implementation. Perform the following tasks:
CAUTION: These changes apply across your implementation of Siebel Territory Management. Inactivate only those rules that you are not using and do not intend to use in the future across all divisions and hierarchies in your entire implementation.
Inactivating Target Object Selector (TOS) User Properties That Are Not Needed
Use the following procedure to inactivate rule attributes that are not needed. To inactivate Target Object Selector (TOS) user properties that are not needed
- In Siebel Web Tools, navigate to Business Services.
- Query to find the Target Object Selector Service.
- Display the user properties of this business service.
- In the Name field of the user properties, query for *Join Path BC*.
- Inactivate all user properties in the query result.
- Activate the user properties you need by referring to the following table. If your implementation uses a combination of Object, Affiliation, and Rule listed in the table, then query on the Value field, and activate all the user properties in the query result.
|
|
|
|
Account |
(None) |
GeoZone |
*Geo Zone-Account |
Account |
Contact |
GeoZone |
*Geo Zone-Account-Contact OR *Geo Zone-Account |
Account |
Opportunity |
GeoZone |
*Geo Zone-Account-Opportunity OR *Geo Zone-Account |
Account |
(None) |
Country |
*Country-Account |
Account |
Contact |
Country |
*Country-Account-Contact OR *Country-Account |
Account |
Opportunity |
Country |
*Country-Account-Opportunity OR *Country-Account |
Account |
(None) |
Postal Code |
*Postal Code-Account |
Account |
Contact |
Postal Code |
*Postal Code-Account-Contact OR *Postal Code-Account |
Account |
Opportunity |
Postal Code |
*Postal Code-Account-Opportunity OR *Postal Code-Account |
Account |
(None) |
State |
*State-Account |
Account |
Contact |
State |
*State-Account-Contact OR *State-Account |
Account |
Opportunity |
State |
*State-Account-Opportunity OR *State-Account |
Account |
(None) |
Industry |
*Industry-Account |
Account |
Contact |
Industry |
*Industry-Account-Contact OR *Industry-Account |
Account |
Opportunity |
Industry |
*Industry-Account-Opportunity OR *Industry-Account |
Account |
(None) |
Product |
*Product-Account |
Account |
Contact |
Product |
*Product-Account-Contact OR *Product-Account |
Account |
Opportunity |
Product |
*Product-Account-Opportunity OR *Product-Account |
Contact |
(None) |
GeoZone |
*Geo Zone-Contact |
Contact |
Opportunity |
GeoZone |
*Geo Zone-Contact-Opportunity OR *Geo Zone-Contact |
Contact |
(None) |
Country |
*Country-Contact |
Contact |
Opportunity |
Country |
*Country-Contact-Opportunity OR *Country-Contact |
Contact |
(None) |
Postal Code |
*Postal Code-Contact |
Contact |
Opportunity |
Postal Code |
*Postal Code-Contact-Opportunity OR *Postal Code-Contact |
Contact |
(None) |
State |
*State-Contact |
Contact |
Opportunity |
State |
*State-Contact-Opportunity OR *State-Contact |
Contact |
(None) |
Industry |
*Industry-Contact |
Contact |
Opportunity |
Industry |
*Industry-Contact-Opportunity OR *Industry-Contact |
Contact |
(None) |
Product |
*Product-Contact |
Contact |
Opportunity |
Product |
*Product-Contact-Opportunity OR *Product-Contact |
Opportunity |
(None) |
GeoZone |
*Geo Zone-Opportunity |
Opportunity |
(None) |
Country |
*Country-Opportunity |
Opportunity |
(None) |
Postal Code |
*Postal Code-Opportunity |
Opportunity |
(None) |
State |
*State-Opportunity |
Opportunity |
(None) |
Industry |
*Industry-Opportunity |
Opportunity |
(None) |
Product |
*Product-Opportunity |
Contact |
Opportunity |
Direct |
*Territory-Contact-Opportunity OR *Territory-Contact |
Account |
Opportunity |
Direct |
*Territory-Account-Opportunity OR *Territory-Account |
Account |
Contact |
Direct |
*Territory-Account-Contact OR *Territory-Account |
Contact |
(None) |
Direct |
*Territory-Contact |
Account |
(None) |
Direct |
*Territory-Account |
Asset |
(None) |
Direct |
*Territory-Asset |
Asset |
(None) |
State |
*State-Asset |
Asset |
(None) |
Postal Code |
*Postal Code-Asset |
Asset |
(None) |
Country |
*Country-Asset |
Asset |
(None) |
Product |
*Product-Asset |
- Append _INACTIVE as suffix to the names of all inactive user properties.
- After you have activated all the user properties, make sure that the active user properties are sequential:
- Query in the user property Name field for all the following:
- Alignment Join Path BC:TM Contact*
- Alignment Join Path BC:TM Account*
- Alignment Join Path BC:TM Opportunity*
- Alignment Join Path BC:TM Asset*
- Minor Operational Join Path BC:TM Account*
- Minor Operational Join Path BC:TM Contact*
- Minor Operational Join Path BC:TM Opportunity*
- Minor Operational Join Path BC:TM Asset*
- Operational Join Path BC:TM Account*
- Operational Join Path BC:TM Contact*
- Operational Join Path BC:TM Opportunity*
- Operational Join Path BC:TM Asset*
- Make sure that active user properties in each of these query results are sequential, by numbering the result for each query beginning with 1 and continuing without missing any number.
Inactivating Assignment Manager Rule User Properties That Are Not Needed
Use the following procedure to inactivate rule condition user properties that are not needed. To inactivate Rule User Properties that are not needed,
- Query for Business Component = Alignment.
- Query User Properties for Name = Indirect Territory Rules*.
- Inactivate all the user properties of the query result.
- If you use any Alignment Rules, activate the user properties shown in the following table for the combinations of object, affiliation and rule that you are using in your implementation.
|
|
|
Activate These User Properties |
Account |
Contact |
Industry |
Indirect Territory Rules 29 |
Account |
Opportunity |
Industry |
Indirect Territory Rules 38 |
Account |
Contact |
Product |
Indirect Territory Rules 28 |
Account |
Opportunity |
Product |
Indirect Territory Rules 36 |
Account |
(None) |
Industry |
Indirect Territory Rules 19 |
Contact |
(None) |
Industry |
Indirect Territory Rules 20 |
Opportunity |
(None) |
Industry |
Indirect Territory Rules 21 |
Account |
(None) |
Product |
Indirect Territory Rules 15 |
Contact |
(None) |
Product |
Indirect Territory Rules 16 |
Assets |
(None) |
Product |
Indirect Territory Rules 17 |
Opportunity |
(None) |
Product |
Indirect Territory Rules 18 |
Contact |
Opportunity |
GeoZone |
Indirect Territory Rules 43 |
Contact |
Opportunity |
Postal Code |
Indirect Territory Rules 35 |
Contact |
Opportunity |
Industry |
Indirect Territory Rules 39 |
Contact |
Opportunity |
Product |
Indirect Territory Rules 37 |
Assets |
(None) |
State |
Indirect Territory Rules 9 |
Account |
(None) |
State |
Indirect Territory Rules 7 |
Contact |
(None) |
State |
Indirect Territory Rules 8 |
Opportunity |
(None) |
State |
Indirect Territory Rules 10 |
Assets |
(None) |
Country |
Indirect Territory Rules 13 |
Account |
(None) |
Country |
Indirect Territory Rules 11 |
Contact |
(None) |
Country |
Indirect Territory Rules 12 |
Opportunity |
(None) |
Country |
Indirect Territory Rules 14 |
Contact |
Opportunity |
State |
Indirect Territory Rules 31 |
Contact |
Opportunity |
Country |
Indirect Territory Rules 33 |
Account |
Contact |
State |
Indirect Territory Rules 26 |
Account |
Opportunity |
State |
Indirect Territory Rules 30 |
Account |
Contact |
Country |
Indirect Territory Rules 25 |
Account |
Opportunity |
Country |
Indirect Territory Rules 32 |
Assets |
(None) |
Postal Code |
Indirect Territory Rules 3 |
Account |
(None) |
Postal Code |
Indirect Territory Rules 1 |
Contact |
(None) |
Postal Code |
Indirect Territory Rules 2 |
Opportunity |
(None) |
Postal Code |
Indirect Territory Rules 6 |
Account |
(None) |
GeoZone |
Indirect Territory Rules 4 |
Contact |
(None) |
GeoZone |
Indirect Territory Rules 5 |
Opportunity |
(None) |
GeoZone |
Indirect Territory Rules 41 |
Account |
Contact |
Postal Code |
Indirect Territory Rules 27 |
Account |
Opportunity |
Postal Code |
Indirect Territory Rules 34 |
Account |
Contact |
GeoZone |
Indirect Territory Rules 40 |
Account |
Opportunity |
GeoZone |
Indirect Territory Rules 42 |
Account |
Contact |
Direct |
Indirect Territory Rules 23 |
Account |
Opportunity |
Direct |
Indirect Territory Rules 22 |
Contact |
Opportunity |
Direct |
Indirect Territory Rules 24 |
NOTE: If you are using affiliations-based rules, such as Account-Contact-Postal Code, then along with activating user properties corresponding to Account-Contact-Postal Code, you must also activate user properties corresponding to the Account--Postal Code.
- Append _INACTIVE as suffix to the names of all inactive user properties.
- Renumber the user properties for active indirect territory rules in sequential order.
Inactivating Local Condition User Properties That Are Not Needed
Use the following procedure to inactivate local condition user properties that are not needed. To inactivate local condition user properties that are not needed
- Identify which of the following types of local conditions are used in your implementation:
- Query for Business Component = Alignment Condition.
- Inactivate user properties:
- Query for the following user property Name field:
- Conditions Sort Spec*
- Convert Conditions SearchSpec*
- Person Candidate Source Names*
- For the result of each query, inactivate all user properties except the following:
- Conditions Sort Spec 33
- Conditions Sort Spec 34
- Conditions Sort Spec 35
- Convert Conditions SearchSpec 33
- Convert Conditions SearchSpec 34
- Convert Conditions SearchSpec 35
- Person Candidate Source Names 33
- Person Candidate Source Names 34
- Person Candidate Source Names 35
- If you use local conditions based on territory, activate the user properties shown in the following table for the combinations of object, affiliation and rule that you are using in your implementation.
NOTE: If you are using affiliations based rules like Account-Contact-Postal Code, then along with activating user properties corresponding to Account-Contact-Postal Code, also activate the user properties corresponding to the Account-Postal Code.
|
|
|
Activate These User Properties |
Account |
Contact |
Industry |
Convert Conditions SearchSpec 24 Conditions Sort Spec 24 Person Candidate Source Names 24 |
Account |
Opportunity |
Industry |
Account |
Contact |
Product |
Account |
Opportunity |
Product |
Account |
(None) |
Industry |
Convert Conditions SearchSpec 19 Conditions Sort Spec 19 Person Candidate Source Names 19 |
Contact |
(None) |
Industry |
Assets |
(None) |
Product |
Account |
(None) |
Product |
Contact |
(None) |
Product |
Opportunity |
(None) |
Product |
Opportunity |
(None) |
Product |
Contact |
Opportunity |
GeoZone |
Convert Conditions SearchSpec 13 Conditions Sort Spec 13 Person Candidate Source Names 13 |
Contact |
Opportunity |
Postal Code |
Contact |
Opportunity |
Industry |
Convert Conditions SearchSpec 23 Conditions Sort Spec 23 Person Candidate Source Names 23 |
Contact |
Opportunity |
Product |
Account |
(None) |
State |
Convert Conditions SearchSpec 20 Conditions Sort Spec 20 Person Candidate Source Names 20 |
Contact |
(None) |
State |
Opportunity |
(None) |
State |
Assets |
(None) |
State |
Assets |
(None) |
Country |
Account |
(None) |
Country |
Contact |
(None) |
Country |
Opportunity |
(None) |
Country |
Contact |
Opportunity |
State |
Convert Conditions SearchSpec 21 Conditions Sort Spec 21 Person Candidate Source Names 21 |
Contact |
Opportunity |
Country |
Account |
Contact |
State |
Convert Conditions SearchSpec 22 Conditions Sort Spec 22 Person Candidate Source Names 22 |
Account |
Opportunity |
State |
Account |
Contact |
Country |
Account |
Opportunity |
Country |
Account |
(None) |
Postal Code |
Convert Conditions SearchSpec 7 Conditions Sort Spec 7 Person Candidate Source Names 7 |
Contact |
(None) |
Postal Code |
Opportunity |
(None) |
Postal Code |
Assets |
(None) |
Postal Code |
Account |
(None) |
GeoZone |
Contact |
(None) |
GeoZone |
Opportunity |
(None) |
GeoZone |
Account |
Contact |
Postal Code |
Convert Conditions SearchSpec 1 Conditions Sort Spec 1 Person Candidate Source Names 1 |
Account |
Opportunity |
Postal Code |
Account |
Contact |
GeoZone |
Account |
Opportunity |
GeoZone |
Account |
Contact |
Direct |
Convert Conditions SearchSpec 31 Conditions Sort Spec 31 Person Candidate Source Names 31 |
Account |
Opportunity |
Direct |
Contact |
Opportunity |
Direct |
- If you use local conditions based on division, activate the user properties shown in the following table for the combinations of object, affiliation and rule that you are using in your implementation.
NOTE: If you are using affiliations based rules like Account-Contact-Postal Code, then along with activating user properties corresponding to Account-Contact-Postal Code, you should also activate user properties corresponding to the Account--Postal Code.
|
|
|
Activate These User Properties |
Account |
Contact |
Industry |
Convert Conditions SearchSpec 30 Conditions Sort Spec 30 Person Candidate Source Names 30 |
Account |
Opportunity |
Industry |
Account |
Contact |
Product |
Account |
Opportunity |
Product |
Account |
(None) |
Industry |
Convert Conditions SearchSpec 25 Conditions Sort Spec 25 Person Candidate Source Names 25 |
Contact |
(None) |
Industry |
Assets |
(None) |
Product |
Account |
(None) |
Product |
Contact |
(None) |
Product |
Opportunity |
(None) |
Product |
Opportunity |
(None) |
Product |
Contact |
Opportunity |
GeoZone |
Convert Conditions SearchSpec 18 Conditions Sort Spec 18 Person Candidate Source Names 18 |
Contact |
Opportunity |
Postal Code |
Contact |
Opportunity |
Industry |
Convert Conditions SearchSpec 29 Conditions Sort Spec 29 Person Candidate Source Names 29 |
Contact |
Opportunity |
Product |
Account |
(None) |
State |
Convert Conditions SearchSpec 26 Conditions Sort Spec 26 Person Candidate Source Names 26 |
Contact |
(None) |
State |
Opportunity |
(None) |
State |
Assets |
(None) |
State |
Assets |
(None) |
Country |
Account |
(None) |
Country |
Contact |
(None) |
Country |
Opportunity |
(None) |
Country |
Contact |
Opportunity |
State |
Convert Conditions SearchSpec 27 Conditions Sort Spec 27 Person Candidate Source Names 27 |
Contact |
Opportunity |
Country |
Account |
Contact |
State |
Convert Conditions SearchSpec 28 Conditions Sort Spec 28 Person Candidate Source Names 28 |
Account |
Opportunity |
State |
Account |
Contact |
Country |
Account |
Opportunity |
Country |
Account |
(None) |
Postal Code |
Convert Conditions SearchSpec 12 Conditions Sort Spec 12 Person Candidate Source Names 12 |
Contact |
(None) |
Postal Code |
Opportunity |
(None) |
Postal Code |
Assets |
(None) |
Postal Code |
Account |
(None) |
GeoZone |
Contact |
(None) |
GeoZone |
Opportunity |
(None) |
GeoZone |
Account |
Contact |
Postal Code |
Convert Conditions SearchSpec 6 Conditions Sort Spec 6 Person Candidate Source Names 6 |
Account |
Opportunity |
Postal Code |
Account |
Contact |
GeoZone |
Account |
Opportunity |
GeoZone |
Account |
Contact |
(None) |
Convert Conditions SearchSpec 32 Conditions Sort Spec 32 Person Candidate Source Names 32 |
Account |
Opportunity |
(None) |
Contact |
Opportunity |
(None) |
- If you use local conditions based on postal codes, activate the user properties shown in the following table for the combinations of object, affiliation and rule that you are using in your implementation.
NOTE: If you are using affiliations based rules like Account-Contact-Postal Code, then along with activating user properties corresponding to Account-Contact-Postal Code, you should also activate user properties corresponding to the Account--Postal Code.
|
|
|
Activate These User Properties |
Account |
Contact |
Industry |
Convert Conditions SearchSpec 24 Conditions Sort Spec 24 Person Candidate Source Names 24 |
Account |
Opportunity |
Industry |
Account |
Contact |
Product |
Account |
Opportunity |
Product |
Account |
(None) |
Industry |
Convert Conditions SearchSpec 19 Conditions Sort Spec 19 Person Candidate Source Names 19 |
Contact |
(None) |
Industry |
Assets |
(None) |
Product |
Account |
(None) |
Product |
Contact |
(None) |
Product |
Opportunity |
(None) |
Product |
Opportunity |
(None) |
Product |
Contact |
Opportunity |
GeoZone |
Convert Conditions SearchSpec 13 Conditions Sort Spec 13 Person Candidate Source Names 13 |
Contact |
Opportunity |
Postal Code |
Convert Conditions SearchSpec 16 Conditions Sort Spec 16 Person Candidate Source Names 16 |
Contact |
Opportunity |
Industry |
Convert Conditions SearchSpec 23 Conditions Sort Spec 23 Person Candidate Source Names 23 |
Contact |
Opportunity |
Product |
Account |
(None) |
State |
Convert Conditions SearchSpec 20 Conditions Sort Spec 20 Person Candidate Source Names 20 |
Contact |
(None) |
State |
Opportunity |
(None) |
State |
Assets |
(None) |
State |
Assets |
(None) |
Country |
Account |
(None) |
Country |
Contact |
(None) |
Country |
Opportunity |
(None) |
Country |
Contact |
Opportunity |
State |
Convert Conditions SearchSpec 21 Conditions Sort Spec 21 Person Candidate Source Names 21 |
Contact |
Opportunity |
Country |
Account |
Contact |
State |
Convert Conditions SearchSpec 22 Conditions Sort Spec 22 Person Candidate Source Names 22 |
Account |
Opportunity |
State |
Account |
Contact |
Country |
Account |
Opportunity |
Country |
Account |
(None) |
Postal Code |
Convert Conditions SearchSpec 10 Conditions Sort Spec 10 Person Candidate Source Names 10 |
Contact |
(None) |
Postal Code |
Opportunity |
(None) |
Postal Code |
Assets |
(None) |
Postal Code |
Account |
(None) |
GeoZone |
Convert Conditions SearchSpec 7 Conditions Sort Spec 7 Person Candidate Source Names 7 |
Contact |
(None) |
GeoZone |
Opportunity |
(None) |
GeoZone |
Account |
Contact |
Postal Code |
Convert Conditions SearchSpec 4 Conditions Sort Spec 4 Person Candidate Source Names 4 |
Account |
Opportunity |
Postal Code |
Account |
Contact |
GeoZone |
Convert Conditions SearchSpec 1 Conditions Sort Spec 1 Person Candidate Source Names 1 |
Account |
Opportunity |
GeoZone |
Account |
Contact |
(None) |
Convert Conditions SearchSpec 31 Conditions Sort Spec 31 Person Candidate Source Names 31 |
Account |
Opportunity |
(None) |
Contact |
Opportunity |
(None) |
- If you use local conditions based on postal codes and territory (in the same condition), activate the user properties shown in the following table for the combinations of object, affiliation and rule that you are using in your implementation.
NOTE: If you are using affiliations based rules like Account-Contact-Postal Code, then along with activating user properties corresponding to Account-Contact-Postal Code, you should also activate user properties corresponding to the Account--Postal Code.
|
|
|
Activate These User Properties |
Account |
Contact |
Industry |
Convert Conditions SearchSpec 30 Conditions Sort Spec 30 Person Candidate Source Names 30 |
Account |
Opportunity |
Industry |
Account |
Contact |
Product |
Account |
Opportunity |
Product |
Account |
(None) |
Industry |
Convert Conditions SearchSpec 25 Conditions Sort Spec 25 Person Candidate Source Names 25 |
Contact |
(None) |
Industry |
Assets |
(None) |
Product |
Account |
(None) |
Product |
Contact |
(None) |
Product |
Opportunity |
(None) |
Product |
Opportunity |
(None) |
Product |
Contact |
Opportunity |
GeoZone |
Convert Conditions SearchSpec 18 Conditions Sort Spec 18 Person Candidate Source Names 18 |
Contact |
Opportunity |
Postal Code |
Convert Conditions SearchSpec 14 Conditions Sort Spec 14 Person Candidate Source Names 14 |
Contact |
Opportunity |
Industry |
Convert Conditions SearchSpec 29 Conditions Sort Spec 29 Person Candidate Source Names 29 |
Contact |
Opportunity |
Product |
Account |
(None) |
State |
Convert Conditions SearchSpec 26 Conditions Sort Spec 26 Person Candidate Source Names 26 |
Contact |
(None) |
State |
Opportunity |
(None) |
State |
Assets |
(None) |
State |
Assets |
(None) |
Country |
Account |
(None) |
Country |
Contact |
(None) |
Country |
Opportunity |
(None) |
Country |
Contact |
Opportunity |
State |
Convert Conditions SearchSpec 27 Conditions Sort Spec 27 Person Candidate Source Names 27 |
Contact |
Opportunity |
Country |
Account |
Contact |
State |
Convert Conditions SearchSpec 28 Conditions Sort Spec 28 Person Candidate Source Names 28 |
Account |
Opportunity |
State |
Account |
Contact |
Country |
Account |
Opportunity |
Country |
Account |
(None) |
Postal Code |
Convert Conditions SearchSpec 8 Conditions Sort Spec 8 Person Candidate Source Names 8 |
Contact |
(None) |
Postal Code |
Opportunity |
(None) |
Postal Code |
Assets |
(None) |
Postal Code |
Account |
(None) |
GeoZone |
Convert Conditions SearchSpec 12 Conditions Sort Spec 12 Person Candidate Source Names 12 |
Contact |
(None) |
GeoZone |
Opportunity |
(None) |
GeoZone |
Account |
Contact |
Postal Code |
Convert Conditions SearchSpec 2 Conditions Sort Spec 2 Person Candidate Source Names 2 |
Account |
Opportunity |
Postal Code |
Account |
Contact |
GeoZone |
Convert Conditions SearchSpec 6 Conditions Sort Spec 6 Person Candidate Source Names 6 |
Account |
Opportunity |
GeoZone |
Account |
Contact |
(None) |
Convert Conditions SearchSpec 32 Conditions Sort Spec 32 Person Candidate Source Names 32 |
Account |
Opportunity |
(None) |
Contact |
Opportunity |
(None) |
- If you use local conditions based on geozones, activate the user properties shown in the following table for the combinations of object, affiliation and rule that you are using in your implementation.
NOTE: If you are using affiliations based rules like Account-Contact-Postal Code, then along with activating user properties corresponding to Account-Contact-Postal Code, you should also activate user properties corresponding to the Account--Postal Code.
|
|
|
Activate These User Properties |
Account |
Contact |
Industry |
Convert Conditions SearchSpec 24 Conditions Sort Spec 24 Person Candidate Source Names 24 |
Account |
Opportunity |
Industry |
Account |
Contact |
Product |
Account |
Opportunity |
Product |
Account |
(None) |
Industry |
Convert Conditions SearchSpec 19 Conditions Sort Spec 19 Person Candidate Source Names 19 |
Contact |
(None) |
Industry |
Assets |
(None) |
Product |
Account |
(None) |
Product |
Contact |
(None) |
Product |
Opportunity |
(None) |
Product |
Opportunity |
(None) |
Product |
Contact |
Opportunity |
GeoZone |
Convert Conditions SearchSpec 17 Conditions Sort Spec 17 Person Candidate Source Names 17 |
Contact |
Opportunity |
Postal Code |
Convert Conditions SearchSpec 13 Conditions Sort Spec 13 Person Candidate Source Names 13 |
Contact |
Opportunity |
Industry |
Convert Conditions SearchSpec 23 Conditions Sort Spec 23 Person Candidate Source Names 23 |
Contact |
Opportunity |
Product |
Account |
(None) |
State |
Convert Conditions SearchSpec 20 Conditions Sort Spec 20 Person Candidate Source Names 20 |
Contact |
(None) |
State |
Opportunity |
(None) |
State |
Assets |
(None) |
State |
Assets |
(None) |
Country |
Account |
(None) |
Country |
Contact |
(None) |
Country |
Opportunity |
(None) |
Country |
Contact |
Opportunity |
State |
Convert Conditions SearchSpec 21 Conditions Sort Spec 21 Person Candidate Source Names 21 |
Contact |
Opportunity |
Country |
Account |
Contact |
State |
Convert Conditions SearchSpec 22 Conditions Sort Spec 22 Person Candidate Source Names 22 |
Account |
Opportunity |
State |
Account |
Contact |
Country |
Account |
Opportunity |
Country |
Account |
(None) |
Postal Code |
Convert Conditions SearchSpec 7 Conditions Sort Spec 7 Person Candidate Source Names 7 |
Contact |
(None) |
Postal Code |
Opportunity |
(None) |
Postal Code |
Assets |
(None) |
Postal Code |
Account |
(None) |
GeoZone |
Convert Conditions SearchSpec 11 Conditions Sort Spec 11 Person Candidate Source Names 11 |
Contact |
(None) |
GeoZone |
Opportunity |
(None) |
GeoZone |
Account |
Contact |
Postal Code |
Convert Conditions SearchSpec 1 Conditions Sort Spec 1 Person Candidate Source Names 1 |
Account |
Opportunity |
Postal Code |
Account |
Contact |
GeoZone |
Convert Conditions SearchSpec 5 Conditions Sort Spec 5 Person Candidate Source Names 5 |
Account |
Opportunity |
GeoZone |
Account |
Contact |
(None) |
Convert Conditions SearchSpec 31 Conditions Sort Spec 31 Person Candidate Source Names 31 |
Account |
Opportunity |
(None) |
Contact |
Opportunity |
(None) |
- If you use Local Conditions based on geozone and territory (in the same condition), activate the user properties shown in the following table for the combinations of object, affiliation and rule that you are using in your implementation.
NOTE: If you are using affiliations based rules like Account-Contact-Postal Code, then along with activating user properties corresponding to Account-Contact-Postal Code, you should also activate user properties corresponding to the Account--Postal Code.
|
|
|
Activate These User Properties |
Account |
Contact |
Industry |
Convert Conditions SearchSpec 30 Conditions Sort Spec 30 Person Candidate Source Names 30 |
Account |
Opportunity |
Industry |
Account |
Contact |
Product |
Account |
Opportunity |
Product |
Account |
(None) |
Industry |
Convert Conditions SearchSpec 25 Conditions Sort Spec 25 Person Candidate Source Names 25 |
Contact |
(None) |
Industry |
Assets |
(None) |
Product |
Account |
(None) |
Product |
Contact |
(None) |
Product |
Opportunity |
(None) |
Product |
Opportunity |
(None) |
Product |
Contact |
Opportunity |
GeoZone |
Convert Conditions SearchSpec 15 Conditions Sort Spec 15 Person Candidate Source Names 15 |
Contact |
Opportunity |
Postal Code |
Convert Conditions SearchSpec 18 Conditions Sort Spec 18 Person Candidate Source Names 18 |
Contact |
Opportunity |
Industry |
Convert Conditions SearchSpec 29 Conditions Sort Spec 29 Person Candidate Source Names 29 |
Contact |
Opportunity |
Product |
Account |
(None) |
State |
Convert Conditions SearchSpec 26 Conditions Sort Spec 26 Person Candidate Source Names 26 |
Contact |
(None) |
State |
Opportunity |
(None) |
State |
Assets |
(None) |
State |
Assets |
(None) |
Country |
Account |
(None) |
Country |
Contact |
(None) |
Country |
Opportunity |
(None) |
Country |
Contact |
Opportunity |
State |
Convert Conditions SearchSpec 27 Conditions Sort Spec 27 Person Candidate Source Names 27 |
Contact |
Opportunity |
Country |
Account |
Contact |
State |
Convert Conditions SearchSpec 28 Conditions Sort Spec 28 Person Candidate Source Names 28 |
Account |
Opportunity |
State |
Account |
Contact |
Country |
Account |
Opportunity |
Country |
Account |
(None) |
Postal Code |
Convert Conditions SearchSpec 12 Conditions Sort Spec 12 Person Candidate Source Names 12 |
Contact |
(None) |
Postal Code |
Opportunity |
(None) |
Postal Code |
Assets |
(None) |
Postal Code |
Account |
(None) |
GeoZone |
Convert Conditions SearchSpec 9 Conditions Sort Spec 9 Person Candidate Source Names 9 |
Contact |
(None) |
GeoZone |
Opportunity |
(None) |
GeoZone |
Account |
Contact |
Postal Code |
Convert Conditions SearchSpec 6 Conditions Sort Spec 6 Person Candidate Source Names 6 |
Account |
Opportunity |
Postal Code |
Account |
Contact |
GeoZone |
Convert Conditions SearchSpec 3 Conditions Sort Spec 3 Person Candidate Source Names 3 |
Account |
Opportunity |
GeoZone |
Account |
Contact |
(None) |
Convert Conditions SearchSpec 32 Conditions Sort Spec 32 Person Candidate Source Names 32 |
Account |
Opportunity |
(None) |
Contact |
Opportunity |
(None) |
- Rename inactivated user properties that are inactive:
- Query for Inactivated user properties that have user property name as
- Conditions Sort Spec*
- Convert Conditions SearchSpec*
- Person Candidate Source Names*
- Append "_INACTIVE" as suffix to all the names of these inactive user properties.
- If you use any of the following, you can further improve performance by modifying local conditions for the Object-Affiliation-Rule combination that you have kept active, as shown in the following table:
- Local Conditions based on Territory
- Local Conditions based on Division
|
|
|
Using Local Conditions Based on Territory |
Using Local Conditions Based on Division |
Account |
Contact |
Industry but not Product |
In User Property Name = Person Candidate Source Names 24, Change Value from "Account Industry", "Account Product" to "Account Product", "" |
In User Property Name = Person Candidate Source Names 30, Change Value from "Account Industry", "Account Product" to "Account Product", "" |
Account |
Opportunity |
Industry but not Product |
Account |
Contact |
Product but not Industry |
In User Property Name = Person Candidate Source Names 24, Change Value from "Account Industry", "Account Product" to "Account Industry", "" |
In User Property Name = Person Candidate Source Names 30, Change Value from "Account Industry", "Account Product" to "Account Industry", "" |
Account |
Opportunity |
Product but not Industry |
Account |
(None) |
Industry but not Product |
In User Property Name = Person Candidate Source Names 19, Change Value from "Industry", "Product" to "Industry", "" |
In User Property Name = Person Candidate Source Names 25, Change Value from "Industry", "Product" to "Industry", "" |
Contact |
(None) |
Industry but not Product |
Assets |
(None) |
Product but not Industry |
In User Property Name = Person Candidate Source Names 19, Change Value from "Industry", "Product" to "Product", "" |
In User Property Name = Person Candidate Source Names 25, Change Value from "Industry", "Product" to "Product", "" |
Account |
(None) |
Product but not Industry |
Contact |
(None) |
Product but not Industry |
Opportunity |
(None) |
Product but not Industry |
Opportunity |
(None) |
Product but not Industry |
Contact |
Opportunity |
GeoZone but not Postal Code |
In User Property Name = Person Candidate Source Names 13, Change Value from "Contact Zip", "Contact GeoZone" to "Contact GeoZone", "" |
In User Property Name = Person Candidate Source Names 18, Change Value from "Contact Zip", "Contact GeoZone" to "Contact GeoZone", "" |
Contact |
Opportunity |
Postal Code but not GeoZone |
In User Property Name = Person Candidate Source Names 13, Change Value from "Contact Zip", "Contact GeoZone" to "Contact Zip", "" |
In User Property Name = Person Candidate Source Names 18, Change Value from "Contact Zip", "Contact GeoZone" to "Contact Zip", "" |
Contact |
Opportunity |
Industry but not Product |
In User Property Name = Person Candidate Source Names 23, Change Value from "Contact Industry", "Contact Product" to "Contact Industry", "" |
In User Property Name = Person Candidate Source Names 29, Change Value from "Contact Industry", "Contact Product" to "Contact Industry", "" |
Contact |
Opportunity |
Product but not Industry |
In User Property Name = Person Candidate Source Names 23, Change Value from "Contact Industry", "Contact Product" to "Contact Product", "" |
In User Property Name = Person Candidate Source Names 29, Change Value from "Contact Industry", "Contact Product" to "Contact Product", "" |
Account |
(None) |
State but not Country |
In User Property Name = Person Candidate Source Names 20, Change Value from "State", "Country" to "State", "" |
In User Property Name = Person Candidate Source Names 26, Change Value from "State", "Country" to "State", "" |
Contact |
(None) |
State but not Country |
Opportunity |
(None) |
State but not Country |
Assets |
(None) |
State but not Country |
Assets |
(None) |
Country but not State |
In User Property Name = Person Candidate Source Names 20, Change Value from "State", "Country" to "Country", "" |
In User Property Name = Person Candidate Source Names 26, Change Value from "State", "Country" to "Country", "" |
Account |
(None) |
Country but not State |
Contact |
(None) |
Country but not State |
Opportunity |
(None) |
Country but not State |
Contact |
Opportunity |
State but not Country |
In User Property Name = Person Candidate Source Names 21, Change Value from "Contact State", "Contact Country" to "Contact State", "" |
In User Property Name = Person Candidate Source Names 27, Change Value from "Contact State", "Contact Country" to "Contact State", "" |
Contact |
Opportunity |
Country but not State |
In User Property Name = Person Candidate Source Names 21, Change Value from "Contact State", "Contact Country" to "Contact Country", "" |
In User Property Name = Person Candidate Source Names 27, Change Value from "Contact State", "Contact Country" to "Contact Country", "" |
Account |
Contact |
State but not Country |
In User Property Name = Person Candidate Source Names 22, Change Value from "Account State", "Account Country" to "Account State", "" |
In User Property Name = Person Candidate Source Names 28, Change Value from "Account State", "Account Country" to "Account State", "" |
Account |
Opportunity |
State but not Country |
Account |
Contact |
Country but not State |
In User Property Name = Person Candidate Source Names 22, Change Value from "Account State", "Account Country" to "Account Country", "" |
In User Property Name = Person Candidate Source Names 28, Change Value from "Account State", "Account Country" to "Account Country", "" |
Account |
Opportunity |
Country but not State |
Account |
(None) |
Postal Code but not GeoZone |
In User Property Name = Person Candidate Source Names 7, Change Value from "Zip", "Geo Zone" to "Zip", "" |
In User Property Name = Person Candidate Source Names 12, Change Value from "Zip", "Geo Zone" to "Zip", "" |
Contact |
(None) |
Postal Code but not GeoZone |
Opportunity |
(None) |
Postal Code but not GeoZone |
Assets |
(None) |
Postal Code but not GeoZone |
Account |
(None) |
GeoZone but not Postal Code |
In User Property Name = Person Candidate Source Names 7, Change Value from "Zip", "Geo Zone" to "Geo Zone", "" |
In User Property Name = Person Candidate Source Names 12, Change Value from "Zip", "Geo Zone" to "Geo Zone", "" |
Contact |
(None) |
GeoZone but not Postal Code |
Opportunity |
(None) |
GeoZone but not Postal Code |
Account |
Contact |
Postal Code but not GeoZone |
In User Property Name = Person Candidate Source Names 1, Change Value from "Account Zip", "Account GeoZone" to "Account Zip", "" |
In User Property Name = Person Candidate Source Names 6, Change Value from "Account Zip", "Account GeoZone" to "Account Zip", "" |
Account |
Opportunity |
Postal Code but not GeoZone |
Account |
Contact |
GeoZone but not Postal Code |
In User Property Name = Person Candidate Source Names 1, Change Value from "Account Zip", "Account GeoZone" to "", "Account GeoZone" |
In User Property Name = Person Candidate Source Names 6, Change Value from "Account Zip", "Account GeoZone" to "", "Account GeoZone" |
Account |
Opportunity |
GeoZone but not Postal Code |
Renumbering Active User Properties So They Are Sequential
After you have finished inactivating and modifying user properties for local conditions, you must renumber the user properties that remain active so they are sequential. To renumber active user properties so they are sequential
- Make a list of active user properties in the format shown in the following table.
|
|
1 |
Convert Conditions SearchSpec X Conditions Sort Spec X Person Candidate Source Names X |
2 |
Convert Conditions SearchSpec Y Conditions Sort Spec Y Person Candidate Source Names Y |
3 |
. . . |
4 |
. . . |
n-2 |
Convert Conditions SearchSpec 33 Conditions Sort Spec 33 Person Candidate Source Names 33 |
n-1 |
Convert Conditions SearchSpec 34 Conditions Sort Spec 34 Person Candidate Source Names 34 |
n |
Convert Conditions SearchSpec 35 Conditions Sort Spec 35 Person Candidate Source Names 35 |
NOTE: User property sets 33, 34, and 35 must be the last three in table
- Renumber all the user properties in sequential order starting from 1, without any gaps, so the numbers of the user properties are the same as the numbers in the sequence column in your list. For example, renumber the user properties shown in the previous table as shown in the following table.
|
|
1 |
Convert Conditions SearchSpec 1 Conditions Sort Spec 1 Person Candidate Source Names 1 |
2 |
Convert Conditions SearchSpec 2 Conditions Sort Spec 2 Person Candidate Source Names 2 |
3 |
. . . |
4 |
. . . |
n-2 |
Convert Conditions SearchSpec n-2 Conditions Sort Spec n-2 Person Candidate Source Names n-2 |
n-1 |
Convert Conditions SearchSpec n-1 Conditions Sort Spec n-1 Person Candidate Source Names n-1 |
n |
Convert Conditions SearchSpec n Conditions Sort Spec n Person Candidate Source Names n |
Modifying Business Components to Improve Performance
You can further improve performance by modifying business components to remove unneeded fields and joins. To modify business components to improve performance
- Query for the Business Components listed in column 1 of the following table.
Business Components (Column 1) |
|
|
|
[Name] LIKE TOS*Account AND [Name] NOT LIKE TOS*Ind*Account |
Industry |
S_ORG_INDUST |
Industry Id |
S_INDUST |
Industry |
TOS*Contact |
Last Call Date |
S_POSTN_CON |
Position Last Call Date |
Primary Speciality |
S_MED_SPEC |
Primary Specialty |
TOS*Opportunity |
Sales Stage |
S_STG |
Sales Stage |
- If you are not using the corresponding attribute (shown in column 2) in any global condition in your implementation, then do the following:
- Inactivate the join (shown in column 3) in the corresponding Business Component
- Inactivate the Field (shown in column 4) in the corresponding Business Component
|