Independent Assignment
If multitiered assignment is disabled, then Assignment Manager assigns the object independently, resulting in the following scenario:
All people and organizations not matching assignment rule criteria are filtered out.
For each person who matches the assignment rule criteria, assign that person to the object.
For each organization that matches the assignment rule criteria, assign that organization to the object.
The European and Asian sales representatives independently are assigned to the same opportunity as well as the Europe and North America organizations, as shown in the following table.
Person |
Match |
Organization |
Match |
Assigned Person |
Assigned Organization |
---|---|---|---|---|---|
European Sales Representative |
Yes |
Europe |
Yes |
European Sales Representative |
Europe |
North American Sales Representative |
No |
North America |
Yes |
Not applicable |
North America |
Asian Sales Representative |
Yes |
Asia |
No |
Asian Sales Representative |
Not applicable |
The following image illustrates assignment in Independent mode, where qualified people and organizations are assigned, regardless of whether they are related. In the following image:
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The Organizations, Europe and North America match, Aisa does not.
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The Person Lee in the Organization Aisa matches.
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The Person Johansen in the Organization Europe matches.
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The result of Independent Assignment is as follows: Person and Organization do not have to match.
