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,

  1. Query for Business Component = Alignment.

  2. Query User Properties for Name = Indirect Territory Rules*.

  3. Inactivate all the user properties of the query result.

  4. 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.
  5. Append _INACTIVE as suffix to the names of all inactive user properties.

  6. Renumber the user properties for active indirect territory rules in sequential order.