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.
Object Affiliation Rule 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.