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:

  • The Organizations, Europe and North America match, Aisa does not.

  • The Person Lee in the Organization Aisa matches.

  • The Person Johansen in the Organization Europe matches.

  • The result of Independent Assignment is as follows: Person and Organization do not have to match.


Example of Independent Assignment: This image is described in the surrounding text.